Number of Shares
152,615.00
Current Holdings Value*
$31.31 Mil
% of Portfolio
9.26%
Total Estimate Gain
$25.77 Mil
% of Total Estimate Gain
201.42%

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 $213.76, West Branch Capital LLC's estimated gain on his AAPL holdings is $25.77 Mil, reflecting a 201.42% gain to date.

West Branch Capital LLC AAPL ($213.76) Holding Chart

West Branch Capital LLC AAPL ($213.76) 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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