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Bryan M. Marshall Inc. - New Portfolio

Apple Inc.

Bryan M. Marshall Inc.
Individual Investor
Ranked #167,758 out of 770,014 TipRanks' Investors
Success Rate
81%
17 out of 21
profitable transactions
Average Return
11.66%
Average return
per transaction
Share this portfolio:

Portfolio Gain

1-Month Return▲ 13.57%
6-Month Return-
12-Month Return-
YTD Return▲ 24.55%
Total Return▲ 24.55%

Best Trade

Opened at
Closed at-
Gain▲ 33.43%

Bio

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

Performance

31.73%0-31.73%
▼ 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
▲ 31.73%
▲ 4.73%
▲ 15.57%
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%
▲ 31.73%▲ 4.73%▲ 15.57%

Recent Activity

Company Name
% of Portfolio
Return
No. of Transactions
Last Transaction
Date
Ethereum
21.39%
▲ 15.86%
2
Buy
Nov 17, 2024
Apple
9.2%
▲ 3.61%
2
Buy
Nov 16, 2024
Nvidia
9.73%
▲ 6.65%
2
Buy
Nov 16, 2024
IMPINJ
13.87%
▲ 15.81%
2
Buy
Nov 16, 2024
Bitcoin
12.44%
▲ 24.77%
2
Buy
Nov 09, 2024
Nasdaq-100 Index Fund Class S
0.15%
▼ 1.46%
1
Open
Nov 08, 2024
Invesco ESG NASDAQ 100 ETF
0.12%
▼ 1.62%
1
Open
Nov 08, 2024
Nasdaq-100 Index Fund Class K
1.42%
▲ 4.24%
1
Open
Nov 04, 2024
Meta Platforms
20.46%
▲ 11.19%
2
Buy
Sep 10, 2024
Nasdaq
2.93%
▲ 17.90%
2
Buy
Sep 02, 2024
Harley-Davidson
1.19%
▼ 7.58%
1
Open
Jul 31, 2024
PayPal Holdings
3.1%
▲ 33.43%
1
Open
Jul 31, 2024
Fidelity National Financial
2.25%
▲ 16.12%
1
Open
Jul 31, 2024
Truist Financial
1.71%
▲ 10.22%
1
Open
Jul 31, 2024