Number of Shares
50,105.00
Current Holdings Value*
$11.13 Mil
% of Portfolio
5.63%
Total Estimate Gain
$34.90 Mil
% of Total Estimate Gain
229.39%

JAMES BALANCED: GOLDEN RAINBOW FUND's Apple Inc Holding Summary

As of 2025-03-31, JAMES BALANCED: GOLDEN RAINBOW FUND held 50,105.00 shares of Apple Inc(AAPL), totaling $11.13 Mil. This investment constitutes 5.63% of their stock portfolio, and JAMES BALANCED: GOLDEN RAINBOW FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then JAMES BALANCED: GOLDEN RAINBOW FUND has made 1 purchases of AAPL, at an average price of $52.63, for a total of 289,102.00 shares. In addition, there have been 6 sales at an average price of $165.64 for 238,997.00 shares. Based on historical transaction data and AAPL's current price of $210.16, JAMES BALANCED: GOLDEN RAINBOW FUND's estimated gain on his AAPL holdings is $34.90 Mil, reflecting a 229.39% gain to date.

JAMES BALANCED: GOLDEN RAINBOW FUND AAPL ($210.16) Holding Chart

JAMES BALANCED: GOLDEN RAINBOW FUND 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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