Moderate Allocation Fund AAPL Holdings History
Moderate Allocation Fund's Apple Inc Holding Summary
As of 2026-06-30, Moderate Allocation Fund held 19,839.00 shares of Apple Inc(AAPL), totaling $5.74 Mil. This investment constitutes 7.07% of their stock portfolio, and Moderate Allocation Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then Moderate Allocation Fund has made 12 purchases of AAPL, at an average price of $132.81, for a total of 83,341.00 shares. In addition, there have been 15 sales at an average price of $165.96 for 63,502.00 shares. Based on historical transaction data and AAPL's current price of $310.42, Moderate Allocation Fund's estimated gain on his AAPL holdings is $5.63 Mil, reflecting a 50.85% gain to date.
Moderate Allocation Fund AAPL ($310.42) Holding Chart
Moderate Allocation Fund AAPL ($310.42) 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 % | |||
Articles on Apple Inc
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
