Number of Shares
8,086.00
Current Holdings Value*
$1.80 Mil
% of Portfolio
0.98%
Total Estimate Gain
$-193,599.90
% of Total Estimate Gain
-10.18%

Quantum Financial Planning Services, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Quantum Financial Planning Services, Inc. held 8,086.00 shares of Apple Inc(AAPL), totaling $1.80 Mil. This investment constitutes 0.98% of their stock portfolio, and Quantum Financial Planning Services, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. And since then Quantum Financial Planning Services, Inc. has made 1 purchases of AAPL, at an average price of $235.12, for a total of 8,086.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Quantum Financial Planning Services, Inc.'s estimated gain on his AAPL holdings is $-193,599.90, reflecting a -10.18% gain to date.

Quantum Financial Planning Services, Inc. AAPL ($211.18) Holding Chart

Quantum Financial Planning Services, Inc. AAPL ($211.18) 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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