Number of Shares
500.00
Current Holdings Value*
$111,070.00
% of Portfolio
0.01%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
9.12%

Compound Planning, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Compound Planning, Inc. held 500.00 shares of Apple Inc(AAPL), totaling $111,070.00. This investment constitutes 0.01% of their stock portfolio, and Compound Planning, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q1. And since then Compound Planning, Inc. has made 8 purchases of AAPL, at an average price of $184.28, for a total of 336,537.00 shares. Based on historical transaction data and AAPL's current price of $201.08, Compound Planning, Inc.'s estimated gain on his AAPL holdings is $5.65 Mil, reflecting a 9.12% gain to date.

Compound Planning, Inc. AAPL ($201.08) Holding Chart

Compound Planning, Inc. AAPL ($201.08) 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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