Number of Shares
140,849.00
Current Holdings Value*
$31.29 Mil
% of Portfolio
2.55%
Total Estimate Gain
$21.81 Mil
% of Total Estimate Gain
56.34%

FAS Wealth Partners, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, FAS Wealth Partners, Inc. held 140,849.00 shares of Apple Inc(AAPL), totaling $31.29 Mil. This investment constitutes 2.55% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then FAS Wealth Partners, Inc. has made 20 purchases of AAPL, at an average price of $113.15, for a total of 342,200.00 shares. In addition, there have been 17 sales at an average price of $152.91 for 201,351.00 shares. Based on historical transaction data and AAPL's current price of $211.18, FAS Wealth Partners, Inc.'s estimated gain on his AAPL holdings is $21.81 Mil, reflecting a 56.34% gain to date.

FAS Wealth Partners, Inc. AAPL ($211.18) Holding Chart

FAS Wealth Partners, Inc. 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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