Number of Shares
26,978.00
Current Holdings Value*
$6.29 Mil
% of Portfolio
4.17%
Total Estimate Gain
$589,832.62
% of Total Estimate Gain
10.47%

Planning Capital Management Corp's Apple Inc Holding Summary

As of 2024-09-30, Planning Capital Management Corp held 26,978.00 shares of Apple Inc(AAPL), totaling $6.29 Mil. This investment constitutes 4.17% of their stock portfolio, and Planning Capital Management Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Planning Capital Management Corp has made 1 purchases of AAPL, at an average price of $191.27, for a total of 29,440.00 shares. In addition, there have been 2 sales at an average price of $181.88 for 2,462.00 shares. Based on historical transaction data and AAPL's current price of $213.99, Planning Capital Management Corp's estimated gain on his AAPL holdings is $589,832.62, reflecting a 10.47% gain to date.

Planning Capital Management Corp AAPL ($213.99) Holding Chart

Planning Capital Management Corp AAPL ($213.99) 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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