Fermata Advisors, LLC AAPL Holdings History
Fermata Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, Fermata Advisors, LLC held 56,988.00 shares of Apple Inc(AAPL), totaling $11.69 Mil. This investment constitutes 3.12% of their stock portfolio, and Fermata Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Fermata Advisors, LLC has made 8 purchases of AAPL, at an average price of $168.50, for a total of 157,196.00 shares. In addition, there have been 9 sales at an average price of $182.46 for 100,208.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Fermata Advisors, LLC's estimated gain on his AAPL holdings is $4.01 Mil, reflecting a 15.16% gain to date.
Fermata Advisors, LLC AAPL ($214.40) Holding Chart
Fermata Advisors, LLC AAPL ($214.40) 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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