Number of Shares
91,283.00
Current Holdings Value*
$20.28 Mil
% of Portfolio
4.41%
Total Estimate Gain
$7.15 Mil
% of Total Estimate Gain
37.73%

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 $213.99, Werba Rubin Papier Wealth Management's estimated gain on his AAPL holdings is $7.15 Mil, reflecting a 37.73% gain to date.

Werba Rubin Papier Wealth Management AAPL ($213.99) Holding Chart

Werba Rubin Papier Wealth Management AAPL ($213.99) 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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