BWM Planning, LLC AAPL Holdings History
Number of Shares
46,090.00
Current Holdings Value*
$10.24 Mil
% of Portfolio
4.33%
Total Estimate Gain
$-403,047.88
% of Total Estimate Gain
-3.85%
BWM Planning, LLC's Apple Inc Holding Summary
As of 2025-03-31, BWM Planning, LLC held 46,090.00 shares of Apple Inc(AAPL), totaling $10.24 Mil. This investment constitutes 4.33% of their stock portfolio, and BWM Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q3. In addition, there have been 2 sales at an average price of $232.89 for 844.00 shares. Based on historical transaction data and AAPL's current price of $214.40, BWM Planning, LLC's estimated gain on his AAPL holdings is $-403,047.88, reflecting a -3.85% gain to date.
BWM Planning, LLC AAPL ($214.40) Holding Chart
BWM Planning, LLC AAPL ($214.40) 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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