Williams & Novak, LLC AAPL Holdings History
Williams & Novak, LLC's Apple Inc Holding Summary
As of 2025-03-31, Williams & Novak, LLC held 9,447.00 shares of Apple Inc(AAPL), totaling $2.11 Mil. This investment constitutes 2.06% of their stock portfolio, and Williams & Novak, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Williams & Novak, LLC has made 2 purchases of AAPL, at an average price of $189.64, for a total of 12,708.00 shares. In addition, there have been 2 sales at an average price of $232.43 for 3,261.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Williams & Novak, LLC's estimated gain on his AAPL holdings is $373,440.60, reflecting a 15.50% gain to date.
Williams & Novak, LLC AAPL ($214.40) Holding Chart
Williams & Novak, LLC AAPL ($214.40) 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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