TRIBUTARY BALANCED FUND AAPL Holdings History
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 $212.44, TRIBUTARY BALANCED FUND's estimated gain on his AAPL holdings is $4.04 Mil, reflecting a 211.60% gain to date.
TRIBUTARY BALANCED FUND AAPL ($212.44) Holding Chart
TRIBUTARY BALANCED FUND AAPL ($212.44) 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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