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  1. Greybeard
    Post

    Inherited Stock question

    Thank you for the kind thoughts and thoughtful and judicious advice! I'm likely to hold my portfolio to the APPL stock. Years ago my mom gave all...
    Post by: Greybeard, Dec 22, 2022 in forum: Ask any question!
  2. Greybeard
    Post

    Inherited Stock question

    Thank you for the reply, No I have no need to sell the stock anytime soon. I was nervous learning I was receiving stocks because the market is not...
    Post by: Greybeard, Dec 22, 2022 in forum: Ask any question!
  3. Greybeard
    Post

    Inherited Stock question

    Thank you for the reply, Yes, she invested in APPL in 1998 I believe. She had about 2,300 shares. I was her Trustee and POA up until her passing,...
    Post by: Greybeard, Dec 22, 2022 in forum: Ask any question!
  4. Greybeard
    Post

    Inherited Stock question

    Thank you for the reply! I did decide to take the shares. Coincidently, I watched a financial report today where the commentator/investor said...
    Post by: Greybeard, Dec 22, 2022 in forum: Ask any question!
  5. Greybeard
    Thread

    Inherited Stock question

    Hello new to the forums. I have a question regarding inherited stocks. My mom passed in April of 2020. I'm including this date, as I'm told that...
    Thread by: Greybeard, Dec 21, 2022, 8 replies, in forum: Ask any question!
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