Institutional Investment Strategy Fund AAPL Holdings History
Institutional Investment Strategy Fund's Apple Inc Holding Summary
As of 2025-03-31, Institutional Investment Strategy Fund held 1,006.00 shares of Apple Inc(AAPL), totaling $223,460.00. This investment constitutes 6.35% of their stock portfolio, and Institutional Investment Strategy Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Institutional Investment Strategy Fund has made 4 purchases of AAPL, at an average price of $199.45, for a total of 1,006.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Institutional Investment Strategy Fund's estimated gain on his AAPL holdings is $2,118.20, reflecting a 1.06% gain to date.
Institutional Investment Strategy Fund AAPL ($201.56) Holding Chart
Institutional Investment Strategy Fund AAPL ($201.56) 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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