Number of Shares
41,395.00
Current Holdings Value*
$8.04 Mil
% of Portfolio
3.32%
Total Estimate Gain
$11.54 Mil
% of Total Estimate Gain
368.62%

Carlton Hofferkamp & Jenks Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Carlton Hofferkamp & Jenks Wealth Management, LLC held 41,395.00 shares of Apple Inc(AAPL), totaling $8.04 Mil. This investment constitutes 3.32% of their stock portfolio, and Carlton Hofferkamp & Jenks Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q2. And since then Carlton Hofferkamp & Jenks Wealth Management, LLC has made 8 purchases of AAPL, at an average price of $19.97, for a total of 156,692.00 shares. In addition, there have been 26 sales at an average price of $50.24 for 115,297.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his AAPL holdings is $11.54 Mil, reflecting a 368.62% gain to date.

Carlton Hofferkamp & Jenks Wealth Management, LLC AAPL ($214.40) Holding Chart

Carlton Hofferkamp & Jenks Wealth Management, LLC 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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