XY Planning Network, Inc. AAPL Holdings History
Number of Shares
17,055.00
Current Holdings Value*
$3.50 Mil
% of Portfolio
1.19%
Total Estimate Gain
$32,911.79
% of Total Estimate Gain
0.91%
XY Planning Network, Inc.'s Apple Inc Holding Summary
As of 2025-06-30, XY Planning Network, Inc. held 17,055.00 shares of Apple Inc(AAPL), totaling $3.50 Mil. This investment constitutes 1.19% of their stock portfolio, and XY Planning Network, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then XY Planning Network, Inc. has made 2 purchases of AAPL, at an average price of $212.47, for a total of 17,055.00 shares. Based on historical transaction data and AAPL's current price of $214.40, XY Planning Network, Inc.'s estimated gain on his AAPL holdings is $32,911.79, reflecting a 0.91% gain to date.
XY Planning Network, Inc. AAPL ($214.40) Holding Chart
XY Planning Network, Inc. AAPL ($214.40) 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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