Cornerstone Planning, LLC AAPL Holdings History
Number of Shares
20,211.00
Current Holdings Value*
$5.06 Mil
% of Portfolio
1.93%
Total Estimate Gain
$-503,051.79
% of Total Estimate Gain
-10.55%
Cornerstone Planning, LLC's Apple Inc Holding Summary
As of 2024-12-31, Cornerstone Planning, LLC held 20,211.00 shares of Apple Inc(AAPL), totaling $5.06 Mil. This investment constitutes 1.93% of their stock portfolio, and Cornerstone Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $210.94, Cornerstone Planning, LLC's estimated gain on his AAPL holdings is $-503,051.79, reflecting a -10.55% gain to date.
Cornerstone Planning, LLC AAPL ($210.94) Holding Chart
Cornerstone Planning, LLC AAPL ($210.94) 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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