Barrett Growth Fund AAPL Holdings History
Number of Shares
7,500.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
5.56%
Total Estimate Gain
$1.99 Mil
% of Total Estimate Gain
141.91%
Barrett Growth Fund's Apple Inc Holding Summary
As of 2023-08-31, TRUST FOR PROFESSIONAL MANAGERS held 7,500.00 shares of Apple Inc(AAPL), totaling $1.41 Mil. This investment constitutes 5.56% of their stock portfolio, and TRUST FOR PROFESSIONAL MANAGERS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. In addition, there have been 6 sales at an average price of $142.85 for 12,500.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Barrett Growth Fund's estimated gain on his AAPL holdings is $1.99 Mil, reflecting a 141.91% gain to date.
Barrett Growth Fund AAPL ($214.40) Holding Chart
Barrett Growth Fund AAPL ($214.40) 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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