Plante Moran Financial Advisors, LLC AAPL Holdings History
Plante Moran Financial Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Plante Moran Financial Advisors, LLC held 83,015.00 shares of Apple Inc(AAPL), totaling $18.44 Mil. This investment constitutes 1.59% of their stock portfolio, and Plante Moran Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Plante Moran Financial Advisors, LLC has made 20 purchases of AAPL, at an average price of $52.54, for a total of 225,560.00 shares. In addition, there have been 17 sales at an average price of $112.39 for 142,545.00 shares. Based on historical transaction data and AAPL's current price of $210.86, Plante Moran Financial Advisors, LLC's estimated gain on his AAPL holdings is $21.67 Mil, reflecting a 182.88% gain to date.
Plante Moran Financial Advisors, LLC AAPL ($210.86) Holding Chart
Plante Moran Financial Advisors, LLC AAPL ($210.86) 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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