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Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #142,503 out of 769,002 TipRanks' Investors
Success Rate
86%
18 out of 21
profitable transactions
Average Return
9.56%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 9.95%
6-Month Return-
12-Month Return-
YTD Return▲ 23.87%
Total Return▲ 23.87%

Best Trade

Opened at
Closed at-
Gain▲ 28.82%

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
▼ 4.22%
▲ 2.34%
▲ 3.98%
Aug 2024
▲ 7.82%
▲ 2.10%
▲ 6.27%
Sep 2024
▲ 5.70%
▼ 0.89%
▼ 2.46%
Oct 2024
▲ 21.94%
▲ 3.81%
▲ 14.93%
Nov 2024
TipRanks AverageS&P 500Investor Portfolio
▼ 12.40%▼ 4.03%
▲ 11.46%▲ 5.06%
▼ 2.25%▲ 3.53%
▲ 25.72%▲ 1.21%
▼ 4.22%▲ 2.34%▲ 3.98%
▲ 7.82%▲ 2.10%▲ 6.27%
▲ 5.70%▼ 0.89%▼ 2.46%
▲ 21.94%▲ 3.81%▲ 14.93%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
19.73%
▲ 4.08%
2
Buy
Nov 17, 2024
Apple
9.22%
▲ 1.89%
2
Buy
Nov 16, 2024
Nvidia
10.8%
▲ 14.39%
2
Buy
Nov 16, 2024
IMPINJ
13.77%
▲ 11.21%
2
Buy
Nov 16, 2024
Bitcoin
12.97%
▲ 26.67%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.15%
▼ 2.12%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.13%
▼ 2.23%
1
Open
Nov 08, 2024
Nasdaq-100 Index Fund Class K
1.45%
▲ 3.51%
1
Open
Nov 04, 2024
Meta Platforms
20.55%
▲ 11.27%
2
Buy
Sep 10, 2024
Nasdaq
2.96%
▲ 15.82%
2
Buy
Sep 02, 2024
Harley-Davidson
1.2%
▼ 12.96%
1
Open
Jul 31, 2024
PayPal Holdings
3.11%
▲ 28.82%
1
Open
Jul 31, 2024
Fidelity National Financial
2.22%
▲ 9.30%
1
Open
Jul 31, 2024
Truist Financial
1.71%
▲ 5.82%
1
Open
Jul 31, 2024