Horizon Defined Risk Fund AAPL Holdings History
Number of Shares
213,459.00
Current Holdings Value*
$51.62 Mil
% of Portfolio
7.25%
Total Estimate Gain
$9.39 Mil
% of Total Estimate Gain
25.61%
Horizon Defined Risk Fund's Apple Inc Holding Summary
As of 2025-02-28, Horizon Funds held 213,459.00 shares of Apple Inc(AAPL), totaling $51.62 Mil. This investment constitutes 7.25% of their stock portfolio, and Horizon Funds now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then Horizon Defined Risk Fund has made 12 purchases of AAPL, at an average price of $170.22, for a total of 215,334.00 shares. In addition, there have been 1 sales at an average price of $159.99 for 1,875.00 shares. Based on historical transaction data and AAPL's current price of $214.29, Horizon Defined Risk Fund's estimated gain on his AAPL holdings is $9.39 Mil, reflecting a 25.61% gain to date.
Horizon Defined Risk Fund AAPL ($214.29) Holding Chart
Horizon Defined Risk Fund AAPL ($214.29) 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