West Branch Capital LLC AAPL Holdings History
West Branch Capital LLC's Apple Inc Holding Summary
As of 2025-06-30, West Branch Capital LLC held 152,615.00 shares of Apple Inc(AAPL), totaling $31.31 Mil. This investment constitutes 9.26% of their stock portfolio, and West Branch Capital LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then West Branch Capital LLC has made 11 purchases of AAPL, at an average price of $61.00, for a total of 209,722.00 shares. In addition, there have been 18 sales at an average price of $104.03 for 57,107.00 shares. Based on historical transaction data and AAPL's current price of $214.29, West Branch Capital LLC's estimated gain on his AAPL holdings is $25.85 Mil, reflecting a 202.06% gain to date.
West Branch Capital LLC AAPL ($214.29) Holding Chart
West Branch Capital LLC AAPL ($214.29) 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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