DANA EPIPHANY EQUITY FUND AAPL Holdings History
DANA EPIPHANY EQUITY FUND's Apple Inc Holding Summary
As of 2025-04-30, DANA EPIPHANY EQUITY FUND held 19,400.00 shares of Apple Inc(AAPL), totaling $4.12 Mil. This investment constitutes 6.61% of their stock portfolio, and DANA EPIPHANY EQUITY FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q2. And since then DANA EPIPHANY EQUITY FUND has made 9 purchases of AAPL, at an average price of $143.14, for a total of 22,800.00 shares. In addition, there have been 2 sales at an average price of $133.68 for 3,400.00 shares. Based on historical transaction data and AAPL's current price of $214.15, DANA EPIPHANY EQUITY FUND's estimated gain on his AAPL holdings is $1.35 Mil, reflecting a 41.23% gain to date.
DANA EPIPHANY EQUITY FUND AAPL ($214.15) Holding Chart
DANA EPIPHANY EQUITY FUND AAPL ($214.15) 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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