Number of Shares
20,884.00
Current Holdings Value*
$4.64 Mil
% of Portfolio
1.97%
Total Estimate Gain
$3.44 Mil
% of Total Estimate Gain
63.59%

FSA Wealth Management LLC's Apple Inc Holding Summary

As of 2025-03-31, FSA Wealth Management LLC held 20,884.00 shares of Apple Inc(AAPL), totaling $4.64 Mil. This investment constitutes 1.97% of their stock portfolio, and FSA Wealth Management LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2019Q4. And since then FSA Wealth Management LLC has made 8 purchases of AAPL, at an average price of $103.56, for a total of 52,210.00 shares. In addition, there have been 12 sales at an average price of $140.39 for 31,326.00 shares. Based on historical transaction data and AAPL's current price of $212.94, FSA Wealth Management LLC's estimated gain on his AAPL holdings is $3.44 Mil, reflecting a 63.59% gain to date.

FSA Wealth Management LLC AAPL ($212.94) Holding Chart

FSA Wealth Management LLC AAPL ($212.94) 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 %

Top Ranked Articles

  • 1