U.S. Growth Fund AAPL Holdings History

Number of Shares
576,398.00
Current Holdings Value*
$128.04 Mil
% of Portfolio
8.46%
Total Estimate Gain
$147.62 Mil
% of Total Estimate Gain
81.63%

U.S. Growth Fund's Apple Inc Holding Summary

As of 2025-03-31, U.S. Growth Fund held 576,398.00 shares of Apple Inc(AAPL), totaling $128.04 Mil. This investment constitutes 8.46% of their stock portfolio, and U.S. Growth Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then U.S. Growth Fund has made 6 purchases of AAPL, at an average price of $96.17, for a total of 1.88 Mil shares. In addition, there have been 10 sales at an average price of $157.40 for 1.30 Mil shares. Based on historical transaction data and AAPL's current price of $213.76, U.S. Growth Fund's estimated gain on his AAPL holdings is $147.62 Mil, reflecting a 81.63% gain to date.

U.S. Growth Fund AAPL ($213.76) Holding Chart

U.S. Growth Fund AAPL ($213.76) 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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