Fee-Only Financial Planning, L.C. AAPL Holdings History
Fee-Only Financial Planning, L.C.'s Apple Inc Holding Summary
As of 2025-06-30, Fee-Only Financial Planning, L.C. held 2,582.00 shares of Apple Inc(AAPL), totaling $529,750.00. This investment constitutes 0.33% of their stock portfolio, and Fee-Only Financial Planning, L.C. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q2. And since then Fee-Only Financial Planning, L.C. has made 2 purchases of AAPL, at an average price of $189.36, for a total of 2,623.00 shares. In addition, there have been 1 sales at an average price of $231.67 for 41.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Fee-Only Financial Planning, L.C.'s estimated gain on his AAPL holdings is $58,071.36, reflecting a 11.69% gain to date.
Fee-Only Financial Planning, L.C. AAPL ($211.18) Holding Chart
Fee-Only Financial Planning, L.C. AAPL ($211.18) 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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