Number of Shares
31,987.00
Current Holdings Value*
$6.74 Mil
% of Portfolio
3.11%
Total Estimate Gain
$8.01 Mil
% of Total Estimate Gain
495.40%

Wunderlich Capital Managemnt's Apple Inc Holding Summary

As of 2024-06-30, Wunderlich Capital Managemnt held 31,987.00 shares of Apple Inc(AAPL), totaling $6.74 Mil. This investment constitutes 3.11% of their stock portfolio, and Wunderlich Capital Managemnt now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Wunderlich Capital Managemnt has made 7 purchases of AAPL, at an average price of $20.82, for a total of 77,644.00 shares. In addition, there have been 26 sales at an average price of $63.67 for 45,657.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Wunderlich Capital Managemnt's estimated gain on his AAPL holdings is $8.01 Mil, reflecting a 495.40% gain to date.

Wunderlich Capital Managemnt AAPL ($210.02) Holding Chart

Wunderlich Capital Managemnt AAPL ($210.02) 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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