Number of Shares
15,360.00
Current Holdings Value*
$3.41 Mil
% of Portfolio
7.47%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
207.76%

TRIBUTARY BALANCED FUND's Apple Inc Holding Summary

As of 2025-03-31, TRIBUTARY BALANCED FUND held 15,360.00 shares of Apple Inc(AAPL), totaling $3.41 Mil. This investment constitutes 7.47% of their stock portfolio, and TRIBUTARY BALANCED FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then TRIBUTARY BALANCED FUND has made 1 purchases of AAPL, at an average price of $53.02, for a total of 36,000.00 shares. In addition, there have been 19 sales at an average price of $130.04 for 20,640.00 shares. Based on historical transaction data and AAPL's current price of $207.66, TRIBUTARY BALANCED FUND's estimated gain on his AAPL holdings is $3.97 Mil, reflecting a 207.76% gain to date.

TRIBUTARY BALANCED FUND AAPL ($207.66) Holding Chart

TRIBUTARY BALANCED FUND AAPL ($207.66) 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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