Number of Shares
353,028.00
Current Holdings Value*
$78.42 Mil
% of Portfolio
7.15%
Total Estimate Gain
$83.91 Mil
% of Total Estimate Gain
133.85%

Van Hulzen Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Van Hulzen Asset Management, LLC held 353,028.00 shares of Apple Inc(AAPL), totaling $78.42 Mil. This investment constitutes 7.15% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Van Hulzen Asset Management, LLC has made 20 purchases of AAPL, at an average price of $66.79, for a total of 938,639.00 shares. In addition, there have been 16 sales at an average price of $123.05 for 585,611.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Van Hulzen Asset Management, LLC's estimated gain on his AAPL holdings is $83.91 Mil, reflecting a 133.85% gain to date.

Van Hulzen Asset Management, LLC AAPL ($211.16) Holding Chart

Van Hulzen Asset Management, LLC 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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