TAX-MANAGED GROWTH PORTFOLIO AAPL Holdings History
TAX-MANAGED GROWTH PORTFOLIO's Apple Inc Holding Summary
As of 2025-03-31, TAX-MANAGED GROWTH PORTFOLIO held 1.71 Mil shares of Apple Inc(AAPL), totaling $378.89 Mil. This investment constitutes 6.68% of their stock portfolio, and TAX-MANAGED GROWTH PORTFOLIO now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then TAX-MANAGED GROWTH PORTFOLIO has made 8 purchases of AAPL, at an average price of $83.67, for a total of 16.31 Mil shares. In addition, there have been 10 sales at an average price of $143.05 for 14.61 Mil shares. Based on historical transaction data and AAPL's current price of $201.00, TAX-MANAGED GROWTH PORTFOLIO's estimated gain on his AAPL holdings is $1.07 Bil, reflecting a 78.21% gain to date.
TAX-MANAGED GROWTH PORTFOLIO AAPL ($201.00) Holding Chart
TAX-MANAGED GROWTH PORTFOLIO AAPL ($201.00) 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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