ESG Planning DBA Harper Investing AAPL Holdings History
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 $214.15, ESG Planning DBA Harper Investing's estimated gain on his AAPL holdings is $152,149.77, reflecting a 1.48% gain to date.
ESG Planning DBA Harper Investing AAPL ($214.15) Holding Chart
ESG Planning DBA Harper Investing AAPL ($214.15) 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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