Number of Shares
1.59 Mil
Current Holdings Value*
$354.00 Mil
% of Portfolio
7.85%
Total Estimate Gain
$227.05 Mil
% of Total Estimate Gain
58.80%

VIP Balanced Portfolio's Apple Inc Holding Summary

As of 2025-03-31, VIP Balanced Portfolio held 1.59 Mil shares of Apple Inc(AAPL), totaling $354.00 Mil. This investment constitutes 7.85% of their stock portfolio, and VIP Balanced Portfolio now holds 0.01% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q3. And since then VIP Balanced Portfolio has made 8 purchases of AAPL, at an average price of $97.62, for a total of 3.96 Mil shares. In addition, there have been 12 sales at an average price of $117.15 for 2.36 Mil shares. Based on historical transaction data and AAPL's current price of $211.16, VIP Balanced Portfolio's estimated gain on his AAPL holdings is $227.05 Mil, reflecting a 58.80% gain to date.

VIP Balanced Portfolio AAPL ($211.16) Holding Chart

VIP Balanced Portfolio AAPL ($211.16) 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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