Carlton Hofferkamp & Jenks Wealth Management, LLC AAPL Holdings History
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 $213.76, Carlton Hofferkamp & Jenks Wealth Management, LLC's estimated gain on his AAPL holdings is $11.51 Mil, reflecting a 367.77% gain to date.
Carlton Hofferkamp & Jenks Wealth Management, LLC AAPL ($213.76) Holding Chart
Carlton Hofferkamp & Jenks Wealth Management, LLC AAPL ($213.76) 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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