Upright Growth Fund AAPL Holdings History
Upright Growth Fund's Apple Inc Holding Summary
As of 2024-12-31, UPRIGHT INVESTMENTS TRUST held 24,800.00 shares of Apple Inc(AAPL), totaling $6.21 Mil. This investment constitutes 28.67% of their stock portfolio, and UPRIGHT INVESTMENTS TRUST now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Upright Growth Fund has made 1 purchases of AAPL, at an average price of $142.91, for a total of 24,800.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Upright Growth Fund's estimated gain on his AAPL holdings is $1.77 Mil, reflecting a 49.85% gain to date.
Upright Growth Fund AAPL ($214.15) Holding Chart
Upright Growth 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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