Number of Shares
101,848.00
Current Holdings Value*
$22.62 Mil
% of Portfolio
4.9%
Total Estimate Gain
$2.42 Mil
% of Total Estimate Gain
12.10%

Watts Gwilliam & Co., LLC's Apple Inc Holding Summary

As of 2025-03-31, Watts Gwilliam & Co., LLC held 101,848.00 shares of Apple Inc(AAPL), totaling $22.62 Mil. This investment constitutes 4.9% of their stock portfolio, and Watts Gwilliam & Co., LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then Watts Gwilliam & Co., LLC has made 2 purchases of AAPL, at an average price of $191.47, for a total of 104,235.00 shares. In addition, there have been 1 sales at an average price of $235.83 for 2,387.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Watts Gwilliam & Co., LLC's estimated gain on his AAPL holdings is $2.42 Mil, reflecting a 12.10% gain to date.

Watts Gwilliam & Co., LLC AAPL ($214.15) Holding Chart

Watts Gwilliam & Co., LLC AAPL ($214.15) 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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