Current Value of Holding

$439 Thousand

Shares

2.4 Thousand

% of Portfolio

0.03%

Average Buy Price

$123

Avg closing price
Price range

4 Bruce Berkowitz Apple Trades

Bruce Berkowitz acquired 2.4 Thousand Apple shares worth $439 Thousand. That's 0.03% of their equity portfolio (7th largest holding). Bruce Berkowitz started to build up the position in Apple in Q3 2020 and continued to invest until Q2 2021. Since then they sold 11.7 Thousand shares. The stake costed the investor $296 Thousand, netting the investor a gain of 48% so far.

Avg closing price
Price range
Sold 43.7% shares (-1.86 Thousand shares) Q3 2023
Avg closing price $183.38
Price range $170.43 - $196.45
Sold 69.7% shares (-9.8 Thousand shares) Q1 2022
Avg closing price $168.16
Price range $150.62 - $182.01
Increased shares by 230.0% (+9.8 Thousand shares) Q2 2021
Avg closing price $129.57
Price range $122.77 - $136.96
New holding (+4.26 Thousand shares) Q3 2020
Avg closing price $109.11
Price range $91.03 - $134.18

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