Total Wealth Planning & Management, Inc. AAPL Holdings History
Total Wealth Planning & Management, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Total Wealth Planning & Management, Inc. held 13,704.00 shares of Apple Inc(AAPL), totaling $3.04 Mil. This investment constitutes 2.89% of their stock portfolio, and Total Wealth Planning & Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 428.00 shares. Based on historical transaction data and AAPL's current price of $209.95, Total Wealth Planning & Management, Inc.'s estimated gain on his AAPL holdings is $-356,440.00, reflecting a -10.70% gain to date.
Total Wealth Planning & Management, Inc. AAPL ($209.95) Holding Chart
Total Wealth Planning & Management, Inc. 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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