1919 Socially Responsive Balanced Fund AAPL Holdings History
1919 Socially Responsive Balanced Fund's Apple Inc Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 165,927.00 shares of Apple Inc(AAPL), totaling $31.95 Mil. This investment constitutes 6.24% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then 1919 Socially Responsive Balanced Fund has made 7 purchases of AAPL, at an average price of $99.98, for a total of 195,811.00 shares. In addition, there have been 4 sales at an average price of $161.68 for 29,884.00 shares. Based on historical transaction data and AAPL's current price of $214.39, 1919 Socially Responsive Balanced Fund's estimated gain on his AAPL holdings is $20.83 Mil, reflecting a 106.39% gain to date.
1919 Socially Responsive Balanced Fund AAPL ($214.39) Holding Chart
1919 Socially Responsive Balanced Fund AAPL ($214.39) 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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