Pinnacle Wealth Planning Services, Inc. AAPL Holdings History
Pinnacle Wealth Planning Services, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Pinnacle Wealth Planning Services, Inc. held 82,391.00 shares of Apple Inc(AAPL), totaling $18.30 Mil. This investment constitutes 2.75% of their stock portfolio, and Pinnacle Wealth Planning Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Pinnacle Wealth Planning Services, Inc. has made 16 purchases of AAPL, at an average price of $117.31, for a total of 192,010.00 shares. In addition, there have been 12 sales at an average price of $145.72 for 109,619.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Pinnacle Wealth Planning Services, Inc.'s estimated gain on his AAPL holdings is $10.76 Mil, reflecting a 47.79% gain to date.
Pinnacle Wealth Planning Services, Inc. AAPL ($210.16) Holding Chart
Pinnacle Wealth Planning Services, Inc. AAPL ($210.16) 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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