Capital Planning Advisors, LLC AAPL Holdings History
Capital Planning Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Capital Planning Advisors, LLC held 97,032.00 shares of Apple Inc(AAPL), totaling $21.55 Mil. This investment constitutes 3.33% of their stock portfolio, and Capital Planning Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q4. And since then Capital Planning Advisors, LLC has made 14 purchases of AAPL, at an average price of $46.47, for a total of 185,800.00 shares. In addition, there have been 17 sales at an average price of $89.02 for 88,768.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Capital Planning Advisors, LLC's estimated gain on his AAPL holdings is $20.07 Mil, reflecting a 232.46% gain to date.
Capital Planning Advisors, LLC AAPL ($214.40) Holding Chart
Capital Planning Advisors, 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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