Number of Shares
27,281.00
Current Holdings Value*
$6.06 Mil
% of Portfolio
2.36%
Total Estimate Gain
$6.11 Mil
% of Total Estimate Gain
118.19%

FORTEM FINANCIAL GROUP, LLC's Apple Inc Holding Summary

As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 27,281.00 shares of Apple Inc(AAPL), totaling $6.06 Mil. This investment constitutes 2.36% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q4. And since then FORTEM FINANCIAL GROUP, LLC has made 9 purchases of AAPL, at an average price of $60.59, for a total of 85,392.00 shares. In addition, there have been 16 sales at an average price of $95.11 for 58,111.00 shares. Based on historical transaction data and AAPL's current price of $211.18, FORTEM FINANCIAL GROUP, LLC's estimated gain on his AAPL holdings is $6.11 Mil, reflecting a 118.19% gain to date.

FORTEM FINANCIAL GROUP, LLC AAPL ($211.18) Holding Chart

FORTEM FINANCIAL GROUP, LLC 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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