FMB WEALTH MANAGEMENT AAPL Holdings History
Number of Shares
19,592.00
Current Holdings Value*
$4.02 Mil
% of Portfolio
1.91%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
39.77%
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 $214.15, FMB WEALTH MANAGEMENT's estimated gain on his AAPL holdings is $1.40 Mil, reflecting a 39.77% gain to date.
FMB WEALTH MANAGEMENT AAPL ($214.15) Holding Chart
FMB WEALTH MANAGEMENT AAPL ($214.15) 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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