Tempus Wealth Planning, LLC AAPL Holdings History
Tempus Wealth Planning, LLC's Apple Inc Holding Summary
As of 2025-03-31, Tempus Wealth Planning, LLC held 36,299.00 shares of Apple Inc(AAPL), totaling $8.06 Mil. This investment constitutes 2.41% of their stock portfolio, and Tempus Wealth Planning, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q4. And since then Tempus Wealth Planning, LLC has made 15 purchases of AAPL, at an average price of $123.26, for a total of 54,647.00 shares. In addition, there have been 6 sales at an average price of $168.49 for 18,348.00 shares. Based on historical transaction data and AAPL's current price of $207.82, Tempus Wealth Planning, LLC's estimated gain on his AAPL holdings is $3.90 Mil, reflecting a 57.89% gain to date.
Tempus Wealth Planning, LLC AAPL ($207.82) Holding Chart
Tempus Wealth Planning, LLC AAPL ($207.82) 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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