Dean, Jacobson Financial Services, LLC AAPL Holdings History
Dean, Jacobson Financial Services, LLC's Apple Inc Holding Summary
As of 2025-03-31, Dean, Jacobson Financial Services, LLC held 1,871.00 shares of Apple Inc(AAPL), totaling $415,610.00. This investment constitutes 0.32% of their stock portfolio, and Dean, Jacobson Financial Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q4. And since then Dean, Jacobson Financial Services, LLC has made 4 purchases of AAPL, at an average price of $163.53, for a total of 2,147.00 shares. In addition, there have been 3 sales at an average price of $206.82 for 276.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Dean, Jacobson Financial Services, LLC's estimated gain on his AAPL holdings is $101,056.29, reflecting a 28.78% gain to date.
Dean, Jacobson Financial Services, LLC AAPL ($211.16) Holding Chart
Dean, Jacobson Financial Services, LLC AAPL ($211.16) 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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