Intrepid Financial Planning Group LLC AAPL Holdings History
Intrepid Financial Planning Group LLC's Apple Inc Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 39,515.00 shares of Apple Inc(AAPL), totaling $8.78 Mil. This investment constitutes 4.07% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. And since then Intrepid Financial Planning Group LLC has made 4 purchases of AAPL, at an average price of $153.38, for a total of 46,152.00 shares. In addition, there have been 7 sales at an average price of $213.30 for 6,637.00 shares. Based on historical transaction data and AAPL's current price of $195.64, Intrepid Financial Planning Group LLC's estimated gain on his AAPL holdings is $2.07 Mil, reflecting a 29.20% gain to date.
Intrepid Financial Planning Group LLC AAPL ($195.64) Holding Chart
Intrepid Financial Planning Group LLC AAPL ($195.64) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
