Number of Shares
12,000.00
Current Holdings Value*
$2.33 Mil
% of Portfolio
7.8%
Total Estimate Gain
$2.14 Mil
% of Total Estimate Gain
107.90%

Hodges Blue Chip Equity Income Fund's Apple Inc Holding Summary

As of 2023-06-30, PROFESSIONALLY MANAGED PORTFOLIOS held 12,000.00 shares of Apple Inc(AAPL), totaling $2.33 Mil. This investment constitutes 7.8% of their stock portfolio, and PROFESSIONALLY MANAGED PORTFOLIOS now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q1. In addition, there have been 4 sales at an average price of $114.34 for 15,000.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Hodges Blue Chip Equity Income Fund's estimated gain on his AAPL holdings is $2.14 Mil, reflecting a 107.90% gain to date.

Hodges Blue Chip Equity Income Fund AAPL ($201.08) Holding Chart

Hodges Blue Chip Equity Income Fund AAPL ($201.08) 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 %

Top Ranked Articles

  • 1