Asset Planning,Inc AAPL Holdings History
Number of Shares
32,170.00
Current Holdings Value*
$7.15 Mil
% of Portfolio
5.66%
Total Estimate Gain
$-753,173.76
% of Total Estimate Gain
-9.88%
Asset Planning,Inc's Apple Inc Holding Summary
As of 2025-03-31, Asset Planning,Inc held 32,170.00 shares of Apple Inc(AAPL), totaling $7.15 Mil. This investment constitutes 5.66% of their stock portfolio, and Asset Planning,Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 157.00 shares. Based on historical transaction data and AAPL's current price of $212.44, Asset Planning,Inc's estimated gain on his AAPL holdings is $-753,173.76, reflecting a -9.88% gain to date.
Asset Planning,Inc AAPL ($212.44) Holding Chart
Asset Planning,Inc AAPL ($212.44) 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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