Number of Shares
107,810.00
Current Holdings Value*
$23.95 Mil
% of Portfolio
2.23%
Total Estimate Gain
$7.14 Mil
% of Total Estimate Gain
41.41%

Waterloo Capital, L.P.'s Apple Inc Holding Summary

As of 2025-03-31, Waterloo Capital, L.P. held 107,810.00 shares of Apple Inc(AAPL), totaling $23.95 Mil. This investment constitutes 2.23% of their stock portfolio, and Waterloo Capital, L.P. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. And since then Waterloo Capital, L.P. has made 8 purchases of AAPL, at an average price of $144.93, for a total of 118,927.00 shares. In addition, there have been 1 sales at an average price of $147.55 for 11,117.00 shares. Based on historical transaction data and AAPL's current price of $210.85, Waterloo Capital, L.P.'s estimated gain on his AAPL holdings is $7.14 Mil, reflecting a 41.41% gain to date.

Waterloo Capital, L.P. AAPL ($210.85) Holding Chart

Waterloo Capital, L.P. AAPL ($210.85) 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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