Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #209,699 out of 764,637 TipRanks' Investors
Success Rate
82%
9 out of 11
profitable transactions
Average Return
7.47%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▼ 2.12%
6-Month Return-
12-Month Return-
YTD Return▲ 7.65%
Total Return▲ 7.65%

Best Trade

Opened at
Closed at-
Gain▲ 22.24%

Bio

https://apple.com/ | Apple Incorporated (AAPL) | ~ Bryan M. Marshall Inc.

Performance

25.72%0-25.72%
▼ 12.40%
▼ 4.03%
Apr 2024
▲ 11.46%
▲ 5.06%
May 2024
▼ 2.25%
▲ 3.53%
Jun 2024
▲ 25.72%
▲ 1.21%
Jul 2024
▼ 4.21%
▲ 2.34%
▲ 4.00%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.27%
Sep 2024
▲ 6.02%
▼ 0.89%
▼ 2.46%
Oct 2024
▼ 2.57%
▲ 0.42%
▼ 0.14%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.21%▲ 2.34%▲ 4.00%
▲ 7.82%▲ 2.10%▲ 6.27%
▲ 6.02%▼ 0.89%▼ 2.46%
▼ 2.57%▲ 0.42%▼ 0.14%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Nasdaq-100 Index Fund Class K
2.65%
0.00%
1
Open
Nov 04, 2024
Meta Platforms
39.17%
▲ 11.59%
2
Buy
Sep 10, 2024
Nasdaq
5.14%
▲ 7.49%
2
Buy
Sep 02, 2024
Apple
15.3%
▲ 0.49%
1
Open
Jul 31, 2024
Harley-Davidson
2.22%
▼ 14.62%
1
Open
Jul 31, 2024
Nvidia
9.51%
▲ 15.72%
1
Open
Jul 31, 2024
IMPINJ
13.56%
▲ 22.24%
1
Open
Jul 31, 2024
PayPal Holdings
5.36%
▲ 17.44%
1
Open
Jul 31, 2024
Fidelity National Financial
4.1%
▲ 6.97%
1
Open
Jul 31, 2024
Truist Financial
2.93%
▼ 4.18%
1
Open
Jul 31, 2024