Number of Shares
120,834.00
Current Holdings Value*
$26.84 Mil
% of Portfolio
9.49%
Total Estimate Gain
$5.74 Mil
% of Total Estimate Gain
10.34%

Gilliland Jeter Wealth Management LLC's Apple Inc Holding Summary

As of 2025-03-31, Gilliland Jeter Wealth Management LLC held 120,834.00 shares of Apple Inc(AAPL), totaling $26.84 Mil. This investment constitutes 9.49% 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 4 sales at an average price of $233.05 for 151,745.00 shares. Based on historical transaction data and AAPL's current price of $214.15, Gilliland Jeter Wealth Management LLC's estimated gain on his AAPL holdings is $5.74 Mil, reflecting a 10.34% gain to date.

Gilliland Jeter Wealth Management LLC AAPL ($214.15) Holding Chart

Gilliland Jeter Wealth Management LLC AAPL ($214.15) 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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