Number of Shares
34,790.00
Current Holdings Value*
$7.14 Mil
% of Portfolio
5%
Total Estimate Gain
$2.02 Mil
% of Total Estimate Gain
30.66%

Wilson & Boucher Capital Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Wilson & Boucher Capital Management, LLC held 34,790.00 shares of Apple Inc(AAPL), totaling $7.14 Mil. This investment constitutes 5% of their stock portfolio, and Wilson & Boucher Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Wilson & Boucher Capital Management, LLC has made 6 purchases of AAPL, at an average price of $159.65, for a total of 41,350.00 shares. In addition, there have been 8 sales at an average price of $183.98 for 6,560.00 shares. Based on historical transaction data and AAPL's current price of $213.24, Wilson & Boucher Capital Management, LLC's estimated gain on his AAPL holdings is $2.02 Mil, reflecting a 30.66% gain to date.

Wilson & Boucher Capital Management, LLC AAPL ($213.24) Holding Chart

Wilson & Boucher Capital Management, LLC AAPL ($213.24) 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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