Number of Shares
37,699.00
Current Holdings Value*
$8.37 Mil
% of Portfolio
3.66%
Total Estimate Gain
$2.10 Mil
% of Total Estimate Gain
30.53%

Wayfinding Financial, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wayfinding Financial, LLC held 37,699.00 shares of Apple Inc(AAPL), totaling $8.37 Mil. This investment constitutes 3.66% of their stock portfolio, and Wayfinding Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Wayfinding Financial, LLC has made 4 purchases of AAPL, at an average price of $158.66, for a total of 43,307.00 shares. In addition, there have been 9 sales at an average price of $179.73 for 5,608.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Wayfinding Financial, LLC's estimated gain on his AAPL holdings is $2.10 Mil, reflecting a 30.53% gain to date.

Wayfinding Financial, LLC AAPL ($211.16) Holding Chart

Wayfinding Financial, LLC AAPL ($211.16) 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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