WAYCROSS MANAGED RISK EQUITY FUND AAPL Holdings History
WAYCROSS MANAGED RISK EQUITY FUND's Apple Inc Holding Summary
As of 2025-02-28, WAYCROSS MANAGED RISK EQUITY FUND held 12,287.00 shares of Apple Inc(AAPL), totaling $2.97 Mil. This investment constitutes 5.55% of their stock portfolio, and WAYCROSS MANAGED RISK EQUITY FUND now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then WAYCROSS MANAGED RISK EQUITY FUND has made 1 purchases of AAPL, at an average price of $170.18, for a total of 20,884.00 shares. In addition, there have been 6 sales at an average price of $197.73 for 8,597.00 shares. Based on historical transaction data and AAPL's current price of $213.76, WAYCROSS MANAGED RISK EQUITY FUND's estimated gain on his AAPL holdings is $772,362.07, reflecting a 21.73% gain to date.
WAYCROSS MANAGED RISK EQUITY FUND AAPL ($213.76) Holding Chart
WAYCROSS MANAGED RISK EQUITY FUND AAPL ($213.76) 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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