Number of Shares
43,504.00
Current Holdings Value*
$9.66 Mil
% of Portfolio
3.52%
Total Estimate Gain
$11.49 Mil
% of Total Estimate Gain
113.87%

WealthBridge Investment Counsel Inc.'s Apple Inc Holding Summary

As of 2025-03-31, WealthBridge Investment Counsel Inc. held 43,504.00 shares of Apple Inc(AAPL), totaling $9.66 Mil. This investment constitutes 3.52% of their stock portfolio, and WealthBridge Investment Counsel Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then WealthBridge Investment Counsel Inc. has made 1 purchases of AAPL, at an average price of $67.27, for a total of 149,944.00 shares. In addition, there have been 20 sales at an average price of $120.29 for 106,440.00 shares. Based on historical transaction data and AAPL's current price of $201.56, WealthBridge Investment Counsel Inc.'s estimated gain on his AAPL holdings is $11.49 Mil, reflecting a 113.87% gain to date.

WealthBridge Investment Counsel Inc. AAPL ($201.56) Holding Chart

WealthBridge Investment Counsel Inc. AAPL ($201.56) 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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