Plumb Balanced Fund AAPL Holdings History
Plumb Balanced Fund's Apple Inc Holding Summary
As of 2025-03-31, WISCONSIN CAPITAL FUNDS INC held 8,000.00 shares of Apple Inc(AAPL), totaling $1.78 Mil. This investment constitutes 4.81% of their stock portfolio, and WISCONSIN CAPITAL FUNDS INC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then Plumb Balanced Fund has made 2 purchases of AAPL, at an average price of $82.65, for a total of 37,000.00 shares. In addition, there have been 9 sales at an average price of $155.44 for 29,000.00 shares. Based on historical transaction data and AAPL's current price of $210.02, Plumb Balanced Fund's estimated gain on his AAPL holdings is $3.13 Mil, reflecting a 102.35% gain to date.
Plumb Balanced Fund AAPL ($210.02) Holding Chart
Plumb Balanced Fund AAPL ($210.02) 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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