Michael A. Dubis Financial Planning, LLC AAPL Holdings History
Number of Shares
9,832.00
Current Holdings Value*
$2.18 Mil
% of Portfolio
2.12%
Total Estimate Gain
$-242,358.80
% of Total Estimate Gain
-10.45%
Michael A. Dubis Financial Planning, LLC's Apple Inc Holding Summary
As of 2025-03-31, Michael A. Dubis Financial Planning, LLC held 9,832.00 shares of Apple Inc(AAPL), totaling $2.18 Mil. This investment constitutes 2.12% of their stock portfolio, and Michael A. Dubis Financial Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and AAPL's current price of $211.18, Michael A. Dubis Financial Planning, LLC's estimated gain on his AAPL holdings is $-242,358.80, reflecting a -10.45% gain to date.
Michael A. Dubis Financial Planning, LLC AAPL ($211.18) Holding Chart
Michael A. Dubis Financial Planning, LLC 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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