Number of Shares
615,532.00
Current Holdings Value*
$136.73 Mil
% of Portfolio
3.55%
Total Estimate Gain
$8.18 Mil
% of Total Estimate Gain
5.87%

World Investment Advisors's Apple Inc Holding Summary

As of 2025-03-31, World Investment Advisors held 615,532.00 shares of Apple Inc(AAPL), totaling $136.73 Mil. This investment constitutes 3.55% of their stock portfolio, and World Investment Advisors now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then World Investment Advisors has made 19 purchases of AAPL, at an average price of $163.42, for a total of 852,920.00 shares. In addition, there have been 6 sales at an average price of $76.71 for 237,388.00 shares. Based on historical transaction data and AAPL's current price of $210.16, World Investment Advisors's estimated gain on his AAPL holdings is $8.18 Mil, reflecting a 5.87% gain to date.

World Investment Advisors AAPL ($210.16) Holding Chart

World Investment Advisors AAPL ($210.16) 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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