Steward Values Enhanced Large Cap Fund AAPL Holdings History
Steward Values Enhanced Large Cap Fund's Apple Inc Holding Summary
As of 2025-04-30, Steward Values Enhanced Large Cap Fund held 78,281.00 shares of Apple Inc(AAPL), totaling $16.63 Mil. This investment constitutes 6.65% of their stock portfolio, and Steward Values Enhanced Large Cap Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Steward Values Enhanced Large Cap Fund has made 2 purchases of AAPL, at an average price of $151.53, for a total of 118,095.00 shares. In addition, there have been 11 sales at an average price of $166.85 for 39,814.00 shares. Based on historical transaction data and AAPL's current price of $213.55, Steward Values Enhanced Large Cap Fund's estimated gain on his AAPL holdings is $5.47 Mil, reflecting a 30.54% gain to date.
Steward Values Enhanced Large Cap Fund AAPL ($213.55) Holding Chart
Steward Values Enhanced Large Cap Fund AAPL ($213.55) 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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