JFS WEALTH ADVISORS, LLC AAPL Holdings History
JFS WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, JFS WEALTH ADVISORS, LLC held 121,821.00 shares of Apple Inc(AAPL), totaling $27.06 Mil. This investment constitutes 1.83% of their stock portfolio, and JFS WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then JFS WEALTH ADVISORS, LLC has made 11 purchases of AAPL, at an average price of $66.17, for a total of 380,668.00 shares. In addition, there have been 22 sales at an average price of $69.34 for 258,847.00 shares. Based on historical transaction data and AAPL's current price of $208.62, JFS WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $18.17 Mil, reflecting a 72.16% gain to date.
JFS WEALTH ADVISORS, LLC AAPL ($208.62) Holding Chart
JFS WEALTH ADVISORS, 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 % | |||
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