Number of Shares
107,532.00
Current Holdings Value*
$26.01 Mil
% of Portfolio
4.73%
Total Estimate Gain
$21.98 Mil
% of Total Estimate Gain
179.12%

AB Tax-Managed Wealth Appreciation Strategy's Apple Inc Holding Summary

As of 2025-02-28, AB PORTFOLIOS held 107,532.00 shares of Apple Inc(AAPL), totaling $26.01 Mil. This investment constitutes 4.73% of their stock portfolio, and AB PORTFOLIOS now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then AB Tax-Managed Wealth Appreciation Strategy has made 1 purchases of AAPL, at an average price of $59.82, for a total of 205,127.00 shares. In addition, there have been 11 sales at an average price of $118.29 for 97,595.00 shares. Based on historical transaction data and AAPL's current price of $211.18, AB Tax-Managed Wealth Appreciation Strategy's estimated gain on his AAPL holdings is $21.98 Mil, reflecting a 179.12% gain to date.

AB Tax-Managed Wealth Appreciation Strategy AAPL ($211.18) Holding Chart

AB Tax-Managed Wealth Appreciation Strategy 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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