Werba Rubin Papier Wealth Management AAPL Holdings History
Werba Rubin Papier Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Werba Rubin Papier Wealth Management held 91,283.00 shares of Apple Inc(AAPL), totaling $20.28 Mil. This investment constitutes 4.41% of their stock portfolio, and Werba Rubin Papier Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Werba Rubin Papier Wealth Management has made 4 purchases of AAPL, at an average price of $156.47, for a total of 121,188.00 shares. In addition, there have been 5 sales at an average price of $220.12 for 29,905.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Werba Rubin Papier Wealth Management's estimated gain on his AAPL holdings is $7.19 Mil, reflecting a 37.93% gain to date.
Werba Rubin Papier Wealth Management AAPL ($214.40) Holding Chart
Werba Rubin Papier Wealth Management AAPL ($214.40) 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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