Spartan Planning & Wealth Management AAPL Holdings History
Spartan Planning & Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Spartan Planning & Wealth Management held 15,226.00 shares of Apple Inc(AAPL), totaling $3.38 Mil. This investment constitutes 3.28% of their stock portfolio, and Spartan Planning & Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then Spartan Planning & Wealth Management has made 4 purchases of AAPL, at an average price of $175.38, for a total of 61,417.00 shares. In addition, there have been 3 sales at an average price of $169.65 for 46,191.00 shares. Based on historical transaction data and AAPL's current price of $208.07, Spartan Planning & Wealth Management's estimated gain on his AAPL holdings is $232,990.82, reflecting a 2.16% gain to date.
Spartan Planning & Wealth Management AAPL ($208.07) Holding Chart
Spartan Planning & Wealth Management AAPL ($208.07) 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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