JFG Wealth Management, LLC AAPL Holdings History
JFG Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, JFG Wealth Management, LLC held 15,050.00 shares of Apple Inc(AAPL), totaling $3.34 Mil. This investment constitutes 0.76% of their stock portfolio, and JFG Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then JFG Wealth Management, LLC has made 10 purchases of AAPL, at an average price of $147.14, for a total of 43,630.00 shares. In addition, there have been 10 sales at an average price of $142.80 for 28,580.00 shares. Based on historical transaction data and AAPL's current price of $208.62, JFG Wealth Management, LLC's estimated gain on his AAPL holdings is $801,046.76, reflecting a 12.48% gain to date.
JFG Wealth Management, LLC AAPL ($208.62) Holding Chart
JFG Wealth Management, LLC AAPL ($208.62) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
