JPL Wealth Management, LLC AAPL Holdings History
JPL Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, JPL Wealth Management, LLC held 51,678.00 shares of Apple Inc(AAPL), totaling $11.48 Mil. This investment constitutes 3.27% of their stock portfolio, and JPL Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then JPL Wealth Management, LLC has made 4 purchases of AAPL, at an average price of $198.52, for a total of 51,678.00 shares. Based on historical transaction data and AAPL's current price of $201.00, JPL Wealth Management, LLC's estimated gain on his AAPL holdings is $128,019.62, reflecting a 1.25% gain to date.
JPL Wealth Management, LLC AAPL ($201.00) Holding Chart
JPL Wealth Management, LLC AAPL ($201.00) 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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