FSM Wealth Advisors, LLC AAPL Holdings History
FSM Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, FSM Wealth Advisors, LLC held 45,617.00 shares of Apple Inc(AAPL), totaling $10.13 Mil. This investment constitutes 2.28% of their stock portfolio, and FSM Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q2. And since then FSM Wealth Advisors, LLC has made 8 purchases of AAPL, at an average price of $164.53, for a total of 48,561.00 shares. In addition, there have been 3 sales at an average price of $181.77 for 2,944.00 shares. Based on historical transaction data and AAPL's current price of $209.11, FSM Wealth Advisors, LLC's estimated gain on his AAPL holdings is $2.08 Mil, reflecting a 26.09% gain to date.
FSM Wealth Advisors, LLC AAPL ($209.11) Holding Chart
FSM Wealth Advisors, LLC AAPL ($209.11) 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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