Number of Shares
43,975.00
Current Holdings Value*
$9.77 Mil
% of Portfolio
4.18%
Total Estimate Gain
$7.23 Mil
% of Total Estimate Gain
120.44%

PLANNING DIRECTIONS INC's Apple Inc Holding Summary

As of 2025-03-31, PLANNING DIRECTIONS INC held 43,975.00 shares of Apple Inc(AAPL), totaling $9.77 Mil. This investment constitutes 4.18% of their stock portfolio, and PLANNING DIRECTIONS INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then PLANNING DIRECTIONS INC has made 17 purchases of AAPL, at an average price of $56.20, for a total of 106,736.00 shares. In addition, there have been 11 sales at an average price of $64.54 for 62,761.00 shares. Based on historical transaction data and AAPL's current price of $208.62, PLANNING DIRECTIONS INC's estimated gain on his AAPL holdings is $7.23 Mil, reflecting a 120.44% gain to date.

PLANNING DIRECTIONS INC AAPL ($208.62) Holding Chart

PLANNING DIRECTIONS INC 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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