Number of Shares
69,516.00
Current Holdings Value*
$17.41 Mil
% of Portfolio
7.52%
Total Estimate Gain
$20.47 Mil
% of Total Estimate Gain
468.55%

Wills Financial Group, Inc.'s Apple Inc Holding Summary

As of 2024-12-31, Wills Financial Group, Inc. held 69,516.00 shares of Apple Inc(AAPL), totaling $17.41 Mil. This investment constitutes 7.52% of their stock portfolio, and Wills Financial Group, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Wills Financial Group, Inc. has made 16 purchases of AAPL, at an average price of $26.50, for a total of 164,856.00 shares. In addition, there have been 19 sales at an average price of $106.53 for 95,340.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Wills Financial Group, Inc.'s estimated gain on his AAPL holdings is $20.47 Mil, reflecting a 468.55% gain to date.

Wills Financial Group, Inc. AAPL ($211.18) Holding Chart

Wills Financial Group, Inc. AAPL ($211.18) 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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