Number of Shares
35,330.00
Current Holdings Value*
$7.85 Mil
% of Portfolio
3.91%
Total Estimate Gain
$2.09 Mil
% of Total Estimate Gain
21.37%

Retirement Planning Co of New England, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Retirement Planning Co of New England, Inc. held 35,330.00 shares of Apple Inc(AAPL), totaling $7.85 Mil. This investment constitutes 3.91% of their stock portfolio, and Retirement Planning Co of New England, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Retirement Planning Co of New England, Inc. has made 5 purchases of AAPL, at an average price of $161.40, for a total of 60,584.00 shares. In addition, there have been 9 sales at an average price of $176.58 for 25,254.00 shares. Based on historical transaction data and AAPL's current price of $209.68, Retirement Planning Co of New England, Inc.'s estimated gain on his AAPL holdings is $2.09 Mil, reflecting a 21.37% gain to date.

Retirement Planning Co of New England, Inc. AAPL ($209.68) Holding Chart

Retirement Planning Co of New England, Inc. AAPL ($209.68) 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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