Vertex Planning Partners, LLC AAPL Holdings History
Vertex Planning Partners, LLC's Apple Inc Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 89,662.00 shares of Apple Inc(AAPL), totaling $19.92 Mil. This investment constitutes 4.35% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Vertex Planning Partners, LLC has made 5 purchases of AAPL, at an average price of $170.68, for a total of 100,480.00 shares. In addition, there have been 4 sales at an average price of $167.24 for 10,818.00 shares. Based on historical transaction data and AAPL's current price of $214.10, Vertex Planning Partners, LLC's estimated gain on his AAPL holdings is $3.86 Mil, reflecting a 22.48% gain to date.
Vertex Planning Partners, LLC AAPL ($214.10) Holding Chart
Vertex Planning Partners, LLC AAPL ($214.10) 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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