Number of Shares
108,999.00
Current Holdings Value*
$24.21 Mil
% of Portfolio
5.38%
Total Estimate Gain
$26.77 Mil
% of Total Estimate Gain
387.65%

Westover Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Westover Capital Advisors, LLC held 108,999.00 shares of Apple Inc(AAPL), totaling $24.21 Mil. This investment constitutes 5.38% of their stock portfolio, and Westover Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Westover Capital Advisors, LLC has made 9 purchases of AAPL, at an average price of $30.15, for a total of 229,090.00 shares. In addition, there have been 27 sales at an average price of $86.02 for 120,091.00 shares. Based on historical transaction data and AAPL's current price of $214.20, Westover Capital Advisors, LLC's estimated gain on his AAPL holdings is $26.77 Mil, reflecting a 387.65% gain to date.

Westover Capital Advisors, LLC AAPL ($214.20) Holding Chart

Westover Capital Advisors, LLC AAPL ($214.20) 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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