PDS Planning, Inc AAPL Holdings History
PDS Planning, Inc's Apple Inc Holding Summary
As of 2025-03-31, PDS Planning, Inc held 107,651.00 shares of Apple Inc(AAPL), totaling $23.91 Mil. This investment constitutes 2.02% of their stock portfolio, and PDS Planning, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then PDS Planning, Inc has made 21 purchases of AAPL, at an average price of $134.49, for a total of 179,355.00 shares. In addition, there have been 7 sales at an average price of $158.40 for 71,704.00 shares. Based on historical transaction data and AAPL's current price of $209.75, PDS Planning, Inc's estimated gain on his AAPL holdings is $9.82 Mil, reflecting a 40.70% gain to date.
PDS Planning, Inc AAPL ($209.75) Holding Chart
PDS Planning, Inc AAPL ($209.75) 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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