STRATEGIC PLANNING GROUP, LLC AAPL Holdings History
STRATEGIC PLANNING GROUP, LLC's Apple Inc Holding Summary
As of 2025-03-31, STRATEGIC PLANNING GROUP, LLC held 119,615.00 shares of Apple Inc(AAPL), totaling $26.57 Mil. This investment constitutes 5.2% of their stock portfolio, and STRATEGIC PLANNING GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then STRATEGIC PLANNING GROUP, LLC has made 3 purchases of AAPL, at an average price of $185.05, for a total of 212,235.00 shares. In addition, there have been 2 sales at an average price of $192.00 for 92,620.00 shares. Based on historical transaction data and AAPL's current price of $201.08, STRATEGIC PLANNING GROUP, LLC's estimated gain on his AAPL holdings is $2.56 Mil, reflecting a 6.52% gain to date.
STRATEGIC PLANNING GROUP, LLC AAPL ($201.08) Holding Chart
STRATEGIC PLANNING GROUP, LLC AAPL ($201.08) 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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