Briaud Financial Planning, Inc AAPL Holdings History
Briaud Financial Planning, Inc's Apple Inc Holding Summary
As of 2025-03-31, Briaud Financial Planning, Inc held 10,366.00 shares of Apple Inc(AAPL), totaling $2.30 Mil. This investment constitutes 0.91% of their stock portfolio, and Briaud Financial Planning, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Briaud Financial Planning, Inc has made 10 purchases of AAPL, at an average price of $155.40, for a total of 20,920.00 shares. In addition, there have been 4 sales at an average price of $154.25 for 10,554.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Briaud Financial Planning, Inc's estimated gain on his AAPL holdings is $566,059.33, reflecting a 17.41% gain to date.
Briaud Financial Planning, Inc AAPL ($211.18) Holding Chart
Briaud Financial Planning, Inc AAPL ($211.18) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
