Number of Shares
22,684.00
Current Holdings Value*
$5.04 Mil
% of Portfolio
3.06%
Total Estimate Gain
$964,882.40
% of Total Estimate Gain
24.46%

Walker Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Walker Asset Management, LLC held 22,684.00 shares of Apple Inc(AAPL), totaling $5.04 Mil. This investment constitutes 3.06% of their stock portfolio, and Walker Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Walker Asset Management, LLC has made 8 purchases of AAPL, at an average price of $168.09, for a total of 23,468.00 shares. In addition, there have been 4 sales at an average price of $181.69 for 784.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Walker Asset Management, LLC's estimated gain on his AAPL holdings is $964,882.40, reflecting a 24.46% gain to date.

Walker Asset Management, LLC AAPL ($210.16) Holding Chart

Walker Asset Management, LLC AAPL ($210.16) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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