Matrix Advisors Value Fund AAPL Holdings History
Matrix Advisors Value Fund's Apple Inc Holding Summary
As of 2024-12-31, Matrix Advisors Value Fund held 16,300.00 shares of Apple Inc(AAPL), totaling $4.08 Mil. This investment constitutes 5.79% of their stock portfolio, and Matrix Advisors Value Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Matrix Advisors Value Fund has made 1 purchases of AAPL, at an average price of $76.04, for a total of 19,400.00 shares. In addition, there have been 4 sales at an average price of $145.83 for 3,100.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Matrix Advisors Value Fund's estimated gain on his AAPL holdings is $2.42 Mil, reflecting a 163.98% gain to date.
Matrix Advisors Value Fund AAPL ($211.18) Holding Chart
Matrix Advisors Value 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
