Sensible Money, LLC AAPL Holdings History

Number of Shares
32,076.00
Current Holdings Value*
$7.13 Mil
% of Portfolio
3.05%
Total Estimate Gain
$499,750.67
% of Total Estimate Gain
8.03%

Sensible Money, LLC's Apple Inc Holding Summary

As of 2025-03-31, Sensible Money, LLC held 32,076.00 shares of Apple Inc(AAPL), totaling $7.13 Mil. This investment constitutes 3.05% of their stock portfolio, and Sensible Money, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then Sensible Money, LLC has made 5 purchases of AAPL, at an average price of $185.53, for a total of 33,545.00 shares. In addition, there have been 4 sales at an average price of $187.97 for 1,469.00 shares. Based on historical transaction data and AAPL's current price of $201.00, Sensible Money, LLC's estimated gain on his AAPL holdings is $499,750.67, reflecting a 8.03% gain to date.

Sensible Money, LLC AAPL ($201.00) Holding Chart

Sensible Money, LLC AAPL ($201.00) 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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