Number of Shares
2,317.00
Current Holdings Value*
$514,680.00
% of Portfolio
0.49%
Total Estimate Gain
$-57,184.77
% of Total Estimate Gain
-10.39%

Jordan Park Trust Co LLC's Apple Inc Holding Summary

As of 2025-03-31, Jordan Park Trust Co LLC held 2,317.00 shares of Apple Inc(AAPL), totaling $514,680.00. This investment constitutes 0.49% of their stock portfolio, and Jordan Park Trust Co LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $231.67 for 17.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Jordan Park Trust Co LLC's estimated gain on his AAPL holdings is $-57,184.77, reflecting a -10.39% gain to date.

Jordan Park Trust Co LLC AAPL ($211.18) Holding Chart

Jordan Park Trust Co 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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