WealthPlan Investment Management, LLC AAPL Holdings History
WealthPlan Investment Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, WealthPlan Investment Management, LLC held 359,120.00 shares of Apple Inc(AAPL), totaling $79.77 Mil. This investment constitutes 7.86% of their stock portfolio, and WealthPlan Investment Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q1. And since then WealthPlan Investment Management, LLC has made 5 purchases of AAPL, at an average price of $176.27, for a total of 830,920.00 shares. In addition, there have been 6 sales at an average price of $155.64 for 471,800.00 shares. Based on historical transaction data and AAPL's current price of $201.08, WealthPlan Investment Management, LLC's estimated gain on his AAPL holdings is $-825,773.46, reflecting a -0.56% gain to date.
WealthPlan Investment Management, LLC AAPL ($201.08) Holding Chart
WealthPlan Investment Management, LLC AAPL ($201.08) 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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