Windle Wealth, LLC AAPL Holdings History

Number of Shares
40,777.00
Current Holdings Value*
$9.06 Mil
% of Portfolio
4.67%
Total Estimate Gain
$2.94 Mil
% of Total Estimate Gain
38.83%

Windle Wealth, LLC's Apple Inc Holding Summary

As of 2025-03-31, Windle Wealth, LLC held 40,777.00 shares of Apple Inc(AAPL), totaling $9.06 Mil. This investment constitutes 4.67% of their stock portfolio, and Windle Wealth, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Windle Wealth, LLC has made 3 purchases of AAPL, at an average price of $150.85, for a total of 50,181.00 shares. In addition, there have been 6 sales at an average price of $201.82 for 9,404.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Windle Wealth, LLC's estimated gain on his AAPL holdings is $2.94 Mil, reflecting a 38.83% gain to date.

Windle Wealth, LLC AAPL ($211.18) Holding Chart

Windle Wealth, LLC 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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