Forbes Financial Planning, Inc. AAPL Holdings History
Forbes Financial Planning, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Forbes Financial Planning, Inc. held 25,024.00 shares of Apple Inc(AAPL), totaling $6.55 Mil. This investment constitutes 4.85% of their stock portfolio, and Forbes Financial Planning, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Forbes Financial Planning, Inc. has made 2 purchases of AAPL, at an average price of $169.69, for a total of 31,940.00 shares. In addition, there have been 7 sales at an average price of $187.43 for 6,916.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Forbes Financial Planning, Inc.'s estimated gain on his AAPL holdings is $1.16 Mil, reflecting a 21.42% gain to date.
Forbes Financial Planning, Inc. AAPL ($211.18) Holding Chart
Forbes Financial Planning, Inc. 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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