Werlinich Asset Management, LLC AAPL Holdings History
Number of Shares
14,705.00
Current Holdings Value*
$3.02 Mil
% of Portfolio
1.65%
Total Estimate Gain
$1.42 Mil
% of Total Estimate Gain
56.29%
Werlinich Asset Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, Werlinich Asset Management, LLC held 14,705.00 shares of Apple Inc(AAPL), totaling $3.02 Mil. This investment constitutes 1.65% of their stock portfolio, and Werlinich Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. In addition, there have been 13 sales at an average price of $165.63 for 4,991.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Werlinich Asset Management, LLC's estimated gain on his AAPL holdings is $1.42 Mil, reflecting a 56.29% gain to date.
Werlinich Asset Management, LLC AAPL ($212.48) Holding Chart
Werlinich Asset Management, LLC AAPL ($212.48) 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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