Sigma Planning Corp AAPL Holdings History

Number of Shares
694,515.00
Current Holdings Value*
$154.27 Mil
% of Portfolio
4.92%
Total Estimate Gain
$164.64 Mil
% of Total Estimate Gain
110.23%

Sigma Planning Corp's Apple Inc Holding Summary

As of 2025-03-31, Sigma Planning Corp held 694,515.00 shares of Apple Inc(AAPL), totaling $154.27 Mil. This investment constitutes 4.92% of their stock portfolio, and Sigma Planning Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q4. And since then Sigma Planning Corp has made 15 purchases of AAPL, at an average price of $82.52, for a total of 1.81 Mil shares. In addition, there have been 15 sales at an average price of $150.77 for 1.12 Mil shares. Based on historical transaction data and AAPL's current price of $209.95, Sigma Planning Corp's estimated gain on his AAPL holdings is $164.64 Mil, reflecting a 110.23% gain to date.

Sigma Planning Corp AAPL ($209.95) Holding Chart

Sigma Planning Corp AAPL ($209.95) 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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