WP Large Cap Income Plus Fund AAPL Holdings History
Number of Shares
20,500.00
Current Holdings Value*
$4.96 Mil
% of Portfolio
20.56%
Total Estimate Gain
$692,540.00
% of Total Estimate Gain
9.64%
WP Large Cap Income Plus Fund's Apple Inc Holding Summary
As of 2025-02-28, WP Trust held 20,500.00 shares of Apple Inc(AAPL), totaling $4.96 Mil. This investment constitutes 20.56% of their stock portfolio, and WP Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. In addition, there have been 4 sales at an average price of $164.88 for 21,500.00 shares. Based on historical transaction data and AAPL's current price of $211.16, WP Large Cap Income Plus Fund's estimated gain on his AAPL holdings is $692,540.00, reflecting a 9.64% gain to date.
WP Large Cap Income Plus Fund AAPL ($211.16) Holding Chart
WP Large Cap Income Plus Fund AAPL ($211.16) 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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