CAPITAL & PLANNING, LLC AAPL Holdings History
CAPITAL & PLANNING, LLC's Apple Inc Holding Summary
As of 2025-03-31, CAPITAL & PLANNING, LLC held 22,870.00 shares of Apple Inc(AAPL), totaling $5.08 Mil. This investment constitutes 3.77% of their stock portfolio, and CAPITAL & PLANNING, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then CAPITAL & PLANNING, LLC has made 1 purchases of AAPL, at an average price of $235.63, for a total of 22,870.00 shares. Based on historical transaction data and AAPL's current price of $213.76, CAPITAL & PLANNING, LLC's estimated gain on his AAPL holdings is $-500,148.26, reflecting a -9.28% gain to date.
CAPITAL & PLANNING, LLC AAPL ($213.76) Holding Chart
CAPITAL & PLANNING, LLC 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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