Number of Shares
54,706.00
Current Holdings Value*
$12.15 Mil
% of Portfolio
3.43%
Total Estimate Gain
$10.87 Mil
% of Total Estimate Gain
255.83%

WealthBridge Capital Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, WealthBridge Capital Management, LLC held 54,706.00 shares of Apple Inc(AAPL), totaling $12.15 Mil. This investment constitutes 3.43% of their stock portfolio, and WealthBridge Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then WealthBridge Capital Management, LLC has made 6 purchases of AAPL, at an average price of $52.24, for a total of 81,348.00 shares. In addition, there have been 18 sales at an average price of $127.55 for 26,642.00 shares. Based on historical transaction data and AAPL's current price of $214.29, WealthBridge Capital Management, LLC's estimated gain on his AAPL holdings is $10.87 Mil, reflecting a 255.83% gain to date.

WealthBridge Capital Management, LLC AAPL ($214.29) Holding Chart

WealthBridge Capital Management, LLC AAPL ($214.29) 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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