Number of Shares
29,370.00
Current Holdings Value*
$6.52 Mil
% of Portfolio
4.32%
Total Estimate Gain
$159,492.27
% of Total Estimate Gain
1.55%

ESG Planning DBA Harper Investing's Apple Inc Holding Summary

As of 2025-03-31, ESG Planning DBA Harper Investing held 29,370.00 shares of Apple Inc(AAPL), totaling $6.52 Mil. This investment constitutes 4.32% of their stock portfolio, and ESG Planning DBA Harper Investing now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then ESG Planning DBA Harper Investing has made 8 purchases of AAPL, at an average price of $183.28, for a total of 56,195.00 shares. In addition, there have been 4 sales at an average price of $155.15 for 26,825.00 shares. Based on historical transaction data and AAPL's current price of $214.40, ESG Planning DBA Harper Investing's estimated gain on his AAPL holdings is $159,492.27, reflecting a 1.55% gain to date.

ESG Planning DBA Harper Investing AAPL ($214.40) Holding Chart

ESG Planning DBA Harper Investing 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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