Number of Shares
19,592.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
1.91%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
38.96%

FMB WEALTH MANAGEMENT's Apple Inc Holding Summary

As of 2025-06-30, FMB WEALTH MANAGEMENT held 19,592.00 shares of Apple Inc(AAPL), totaling $4.02 Mil. This investment constitutes 1.91% of their stock portfolio, and FMB WEALTH MANAGEMENT now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q4. And since then FMB WEALTH MANAGEMENT has made 4 purchases of AAPL, at an average price of $150.34, for a total of 23,460.00 shares. In addition, there have been 6 sales at an average price of $189.74 for 3,868.00 shares. Based on historical transaction data and AAPL's current price of $212.70, FMB WEALTH MANAGEMENT's estimated gain on his AAPL holdings is $1.37 Mil, reflecting a 38.96% gain to date.

FMB WEALTH MANAGEMENT AAPL ($212.70) Holding Chart

FMB WEALTH MANAGEMENT AAPL ($212.70) 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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