Jessup Wealth Management, Inc AAPL Holdings History
Jessup Wealth Management, Inc's Apple Inc Holding Summary
As of 2025-03-31, Jessup Wealth Management, Inc held 95,727.00 shares of Apple Inc(AAPL), totaling $21.26 Mil. This investment constitutes 8.94% of their stock portfolio, and Jessup Wealth Management, Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Jessup Wealth Management, Inc has made 3 purchases of AAPL, at an average price of $144.76, for a total of 147,316.00 shares. In addition, there have been 6 sales at an average price of $184.09 for 51,589.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Jessup Wealth Management, Inc's estimated gain on his AAPL holdings is $8.39 Mil, reflecting a 39.33% gain to date.
Jessup Wealth Management, Inc AAPL ($211.18) Holding Chart
Jessup Wealth Management, Inc 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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