VIP Balanced Portfolio AAPL Holdings History

Number of Shares

1.59 Mil

$354.00 Mil

% of Portfolio

7.85%

Total Estimate Gain

$229.09 Mil

% of Total Estimate Gain

59.33%

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 $212.44, VIP Balanced Portfolio's estimated gain on his AAPL holdings is $229.09 Mil, reflecting a 59.33% gain to date.

VIP Balanced Portfolio AAPL ($212.44) Holding Chart

VIP Balanced Portfolio AAPL ($212.44) Quarterly Buys and Sells

Period	Bought/Sold (Sh.)	% Change
Shares Bought	0	Average Price $-/Share
Shares Sold	0	Average Price $-/Share
Current Price $0.00		Total Estimated Gain 0 %

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