Number of Shares
437,707.00
Current Holdings Value*
$97.23 Mil
% of Portfolio
6.08%
Total Estimate Gain
$49.93 Mil
% of Total Estimate Gain
48.47%

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 $214.15, Wilkinson Global Asset Management LLC's estimated gain on his AAPL holdings is $49.93 Mil, reflecting a 48.47% gain to date.

Wilkinson Global Asset Management LLC AAPL ($214.15) Holding Chart

Wilkinson Global Asset Management LLC AAPL ($214.15) 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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