Jackson Wealth Management, LLC AAPL Holdings History
Jackson Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Jackson Wealth Management, LLC held 201,301.00 shares of Apple Inc(AAPL), totaling $44.72 Mil. This investment constitutes 7.57% of their stock portfolio, and Jackson Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2015Q1. And since then Jackson Wealth Management, LLC has made 18 purchases of AAPL, at an average price of $99.95, for a total of 1.15 Mil shares. In addition, there have been 13 sales at an average price of $107.56 for 944,399.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Jackson Wealth Management, LLC's estimated gain on his AAPL holdings is $29.57 Mil, reflecting a 25.82% gain to date.
Jackson Wealth Management, LLC AAPL ($211.18) Holding Chart
Jackson Wealth Management, LLC AAPL ($211.18) 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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