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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