Vahanian & Associates Financial Planning Inc. AAPL Holdings History
Vahanian & Associates Financial Planning Inc.'s Apple Inc Holding Summary
As of 2023-12-31, Vahanian & Associates Financial Planning Inc. held 19,166.00 shares of Apple Inc(AAPL), totaling $3.69 Mil. This investment constitutes 14.88% of their stock portfolio, and Vahanian & Associates Financial Planning Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Vahanian & Associates Financial Planning Inc. has made 1 purchases of AAPL, at an average price of $159.50, for a total of 43,763.00 shares. In addition, there have been 6 sales at an average price of $166.74 for 24,597.00 shares. Based on historical transaction data and AAPL's current price of $212.48, Vahanian & Associates Financial Planning Inc.'s estimated gain on his AAPL holdings is $1.19 Mil, reflecting a 17.10% gain to date.
Vahanian & Associates Financial Planning Inc. AAPL ($212.48) Holding Chart
Vahanian & Associates Financial Planning Inc. AAPL ($212.48) 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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