The U.S. Equity Portfolio AAPL Holdings History
The U.S. Equity Portfolio's Apple Inc Holding Summary
As of 2025-03-31, The U.S. Equity Portfolio held 542,427.00 shares of Apple Inc(AAPL), totaling $120.49 Mil. This investment constitutes 7.07% of their stock portfolio, and The U.S. Equity Portfolio now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q3. And since then The U.S. Equity Portfolio has made 5 purchases of AAPL, at an average price of $103.54, for a total of 753,612.00 shares. In addition, there have been 7 sales at an average price of $155.46 for 211,185.00 shares. Based on historical transaction data and AAPL's current price of $208.62, The U.S. Equity Portfolio's estimated gain on his AAPL holdings is $67.96 Mil, reflecting a 87.10% gain to date.
The U.S. Equity Portfolio AAPL ($208.62) Holding Chart
The U.S. Equity Portfolio AAPL ($208.62) 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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