Number of Shares
70,788.00
Current Holdings Value*
$14.52 Mil
% of Portfolio
4.55%
Total Estimate Gain
$12.52 Mil
% of Total Estimate Gain
81.94%

S.E.E.D. Planning Group LLC's Apple Inc Holding Summary

As of 2025-06-30, S.E.E.D. Planning Group LLC held 70,788.00 shares of Apple Inc(AAPL), totaling $14.52 Mil. This investment constitutes 4.55% of their stock portfolio, and S.E.E.D. Planning Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then S.E.E.D. Planning Group LLC has made 9 purchases of AAPL, at an average price of $98.91, for a total of 154,448.00 shares. In addition, there have been 13 sales at an average price of $151.37 for 83,660.00 shares. Based on historical transaction data and AAPL's current price of $213.76, S.E.E.D. Planning Group LLC's estimated gain on his AAPL holdings is $12.52 Mil, reflecting a 81.94% gain to date.

S.E.E.D. Planning Group LLC AAPL ($213.76) Holding Chart

S.E.E.D. Planning Group LLC AAPL ($213.76) 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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