Creative Planning AAPL Holdings History
Creative Planning's Apple Inc Holding Summary
As of 2025-03-31, Creative Planning held 10.18 Mil shares of Apple Inc(AAPL), totaling $2.26 Bil. This investment constitutes 2.13% of their stock portfolio, and Creative Planning now holds 0.07% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Creative Planning has made 26 purchases of AAPL, at an average price of $66.13, for a total of 14.67 Mil shares. In addition, there have been 17 sales at an average price of $89.92 for 4.49 Mil shares. Based on historical transaction data and AAPL's current price of $212.94, Creative Planning's estimated gain on his AAPL holdings is $1.60 Bil, reflecting a 165.03% gain to date.
Creative Planning AAPL ($212.94) Holding Chart
Creative Planning AAPL ($212.94) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
