Willingdon Wealth Management AAPL Holdings History
Willingdon Wealth Management's Apple Inc Holding Summary
As of 2020-03-31, Willingdon Wealth Management held 276,552.00 shares of Apple Inc(AAPL), totaling $17.58 Mil. This investment constitutes 4.46% of their stock portfolio, and Willingdon Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Willingdon Wealth Management has made 7 purchases of AAPL, at an average price of $33.85, for a total of 502,200.00 shares. In addition, there have been 9 sales at an average price of $47.75 for 225,648.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Willingdon Wealth Management's estimated gain on his AAPL holdings is $53.04 Mil, reflecting a 312.02% gain to date.
Willingdon Wealth Management AAPL ($214.29) Holding Chart
Willingdon Wealth Management AAPL ($214.29) 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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