Number of Shares
436,540.00
Current Holdings Value*
$97.05 Mil
% of Portfolio
4.39%
Total Estimate Gain
$99.58 Mil
% of Total Estimate Gain
72.65%

Wharton Business Group, LLC's Apple Inc Holding Summary

As of 2025-03-31, Wharton Business Group, LLC held 436,540.00 shares of Apple Inc(AAPL), totaling $97.05 Mil. This investment constitutes 4.39% of their stock portfolio, and Wharton Business Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Wharton Business Group, LLC has made 12 purchases of AAPL, at an average price of $46.03, for a total of 2.98 Mil shares. In addition, there have been 25 sales at an average price of $56.62 for 2.54 Mil shares. Based on historical transaction data and AAPL's current price of $212.48, Wharton Business Group, LLC's estimated gain on his AAPL holdings is $99.58 Mil, reflecting a 72.65% gain to date.

Wharton Business Group, LLC AAPL ($212.48) Holding Chart

Wharton Business Group, 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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