Number of Shares
34,164.00
Current Holdings Value*
$7.59 Mil
% of Portfolio
4.52%
Total Estimate Gain
$590,811.75
% of Total Estimate Gain
5.82%

Dividend Growth Portfolio's Apple Inc Holding Summary

As of 2025-03-31, Dividend Growth Portfolio held 34,164.00 shares of Apple Inc(AAPL), totaling $7.59 Mil. This investment constitutes 4.52% of their stock portfolio, and Dividend Growth Portfolio now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then Dividend Growth Portfolio has made 4 purchases of AAPL, at an average price of $177.30, for a total of 57,256.00 shares. In addition, there have been 8 sales at an average price of $167.72 for 23,092.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Dividend Growth Portfolio's estimated gain on his AAPL holdings is $590,811.75, reflecting a 5.82% gain to date.

Dividend Growth Portfolio AAPL ($201.08) Holding Chart

Dividend Growth Portfolio AAPL ($201.08) 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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