Wilkinson Global Asset Management LLC AAPL Holdings History
Wilkinson Global Asset Management LLC's Apple Inc Holding Summary
As of 2025-03-31, Wilkinson Global Asset Management LLC held 437,707.00 shares of Apple Inc(AAPL), totaling $97.23 Mil. This investment constitutes 6.08% of their stock portfolio, and Wilkinson Global Asset Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Wilkinson Global Asset Management LLC has made 1 purchases of AAPL, at an average price of $128.48, for a total of 801,905.00 shares. In addition, there have been 15 sales at an average price of $162.62 for 364,198.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Wilkinson Global Asset Management LLC's estimated gain on his AAPL holdings is $49.76 Mil, reflecting a 48.30% gain to date.
Wilkinson Global Asset Management LLC AAPL ($213.76) Holding Chart
Wilkinson Global Asset Management 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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