Number of Shares
117,157.00
Current Holdings Value*
$24.04 Mil
% of Portfolio
7.83%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
10.18%

Gilliland Jeter Wealth Management LLC's Apple Inc Holding Summary

As of 2025-06-30, Gilliland Jeter Wealth Management LLC held 117,157.00 shares of Apple Inc(AAPL), totaling $24.04 Mil. This investment constitutes 7.83% of their stock portfolio, and Gilliland Jeter Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then Gilliland Jeter Wealth Management LLC has made 1 purchases of AAPL, at an average price of $203.61, for a total of 272,579.00 shares. In addition, there have been 5 sales at an average price of $232.33 for 155,422.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Gilliland Jeter Wealth Management LLC's estimated gain on his AAPL holdings is $5.65 Mil, reflecting a 10.18% gain to date.

Gilliland Jeter Wealth Management LLC AAPL ($213.76) Holding Chart

Gilliland Jeter 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 %

Top Ranked Articles

  • 1