JAMISON PRIVATE WEALTH MANAGEMENT, INC. AAPL Holdings History
JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s Apple Inc Holding Summary
As of 2025-03-31, JAMISON PRIVATE WEALTH MANAGEMENT, INC. held 135,293.00 shares of Apple Inc(AAPL), totaling $30.05 Mil. This investment constitutes 4.58% of their stock portfolio, and JAMISON PRIVATE WEALTH MANAGEMENT, INC. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q3. And since then JAMISON PRIVATE WEALTH MANAGEMENT, INC. has made 3 purchases of AAPL, at an average price of $191.03, for a total of 138,466.00 shares. In addition, there have been 3 sales at an average price of $195.01 for 3,173.00 shares. Based on historical transaction data and AAPL's current price of $210.16, JAMISON PRIVATE WEALTH MANAGEMENT, INC.'s estimated gain on his AAPL holdings is $2.60 Mil, reflecting a 9.83% gain to date.
JAMISON PRIVATE WEALTH MANAGEMENT, INC. AAPL ($210.16) Holding Chart
JAMISON PRIVATE WEALTH MANAGEMENT, INC. AAPL ($210.16) 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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