Falcon Wealth Planning AAPL Holdings History
Falcon Wealth Planning's Apple Inc Holding Summary
As of 2025-03-31, Falcon Wealth Planning held 272,785.00 shares of Apple Inc(AAPL), totaling $60.59 Mil. This investment constitutes 6.73% of their stock portfolio, and Falcon Wealth Planning now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Falcon Wealth Planning has made 13 purchases of AAPL, at an average price of $138.11, for a total of 306,542.00 shares. In addition, there have been 4 sales at an average price of $232.07 for 33,757.00 shares. Based on historical transaction data and AAPL's current price of $207.68, Falcon Wealth Planning's estimated gain on his AAPL holdings is $22.15 Mil, reflecting a 52.32% gain to date.
Falcon Wealth Planning AAPL ($207.68) Holding Chart
Falcon Wealth Planning AAPL ($207.68) 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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