MARK SHEPTOFF FINANCIAL PLANNING, LLC AAPL Holdings History
MARK SHEPTOFF FINANCIAL PLANNING, LLC's Apple Inc Holding Summary
As of 2025-03-31, MARK SHEPTOFF FINANCIAL PLANNING, LLC held 48,440.00 shares of Apple Inc(AAPL), totaling $10.76 Mil. This investment constitutes 5.93% of their stock portfolio, and MARK SHEPTOFF FINANCIAL PLANNING, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then MARK SHEPTOFF FINANCIAL PLANNING, LLC has made 17 purchases of AAPL, at an average price of $36.08, for a total of 96,834.00 shares. In addition, there have been 17 sales at an average price of $82.78 for 48,394.00 shares. Based on historical transaction data and AAPL's current price of $208.62, MARK SHEPTOFF FINANCIAL PLANNING, LLC's estimated gain on his AAPL holdings is $10.62 Mil, reflecting a 303.90% gain to date.
MARK SHEPTOFF FINANCIAL PLANNING, LLC AAPL ($208.62) Holding Chart
MARK SHEPTOFF FINANCIAL PLANNING, LLC AAPL ($208.62) 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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