Number of Shares
102,383.00
Current Holdings Value*
$22.74 Mil
% of Portfolio
17.77%
Total Estimate Gain
$-2.25 Mil
% of Total Estimate Gain
-9.04%

Wernau Asset Management Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Wernau Asset Management Inc. held 102,383.00 shares of Apple Inc(AAPL), totaling $22.74 Mil. This investment constitutes 17.77% of their stock portfolio, and Wernau Asset Management Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 3,124.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Wernau Asset Management Inc.'s estimated gain on his AAPL holdings is $-2.25 Mil, reflecting a -9.04% gain to date.

Wernau Asset Management Inc. AAPL ($213.99) Holding Chart

Wernau Asset Management Inc. 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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