James Aggressive Allocation Fund AAPL Holdings History
Number of Shares
3,200.00
Current Holdings Value*
$710,820.00
% of Portfolio
3.75%
Total Estimate Gain
$658,314.75
% of Total Estimate Gain
279.82%
James Aggressive Allocation Fund's Apple Inc Holding Summary
As of 2025-03-31, JAMES ADVANTAGE FUNDS held 3,200.00 shares of Apple Inc(AAPL), totaling $710,820.00. This investment constitutes 3.75% of their stock portfolio, and JAMES ADVANTAGE FUNDS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. In addition, there have been 6 sales at an average price of $167.54 for 1,300.00 shares. Based on historical transaction data and AAPL's current price of $211.18, James Aggressive Allocation Fund's estimated gain on his AAPL holdings is $658,314.75, reflecting a 279.82% gain to date.
James Aggressive Allocation Fund AAPL ($211.18) Holding Chart
James Aggressive Allocation Fund 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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