JSF Financial, LLC AAPL Holdings History
Number of Shares
85,573.00
Current Holdings Value*
$19.01 Mil
% of Portfolio
5.01%
Total Estimate Gain
$11.26 Mil
% of Total Estimate Gain
91.87%
JSF Financial, LLC's Apple Inc Holding Summary
As of 2025-03-31, JSF Financial, LLC held 85,573.00 shares of Apple Inc(AAPL), totaling $19.01 Mil. This investment constitutes 5.01% of their stock portfolio, and JSF Financial, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then JSF Financial, LLC has made 13 purchases of AAPL, at an average price of $96.63, for a total of 126,848.00 shares. In addition, there have been 11 sales at an average price of $152.06 for 41,275.00 shares. Based on historical transaction data and AAPL's current price of $201.50, JSF Financial, LLC's estimated gain on his AAPL holdings is $11.26 Mil, reflecting a 91.87% gain to date.
JSF Financial, LLC AAPL ($201.50) Holding Chart
JSF Financial, LLC AAPL ($201.50) 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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