Jacobsen Capital Management AAPL Holdings History
Jacobsen Capital Management's Apple Inc Holding Summary
As of 2025-03-31, Jacobsen Capital Management held 31,397.00 shares of Apple Inc(AAPL), totaling $6.97 Mil. This investment constitutes 3.03% of their stock portfolio, and Jacobsen Capital Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q2. And since then Jacobsen Capital Management has made 11 purchases of AAPL, at an average price of $76.13, for a total of 64,973.00 shares. In addition, there have been 11 sales at an average price of $99.75 for 33,576.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Jacobsen Capital Management's estimated gain on his AAPL holdings is $4.95 Mil, reflecting a 100.13% gain to date.
Jacobsen Capital Management AAPL ($208.62) Holding Chart
Jacobsen Capital Management 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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