Fiduciary Group, LLC AAPL Holdings History
Number of Shares
226,458.00
Current Holdings Value*
$50.30 Mil
% of Portfolio
5.04%
Total Estimate Gain
$42.50 Mil
% of Total Estimate Gain
261.36%
Fiduciary Group, LLC's Apple Inc Holding Summary
As of 2025-03-31, Fiduciary Group, LLC held 226,458.00 shares of Apple Inc(AAPL), totaling $50.30 Mil. This investment constitutes 5.04% of their stock portfolio, and Fiduciary Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then Fiduciary Group, LLC has made 8 purchases of AAPL, at an average price of $49.62, for a total of 327,731.00 shares. In addition, there have been 20 sales at an average price of $103.61 for 101,273.00 shares. Based on historical transaction data and AAPL's current price of $213.18, Fiduciary Group, LLC's estimated gain on his AAPL holdings is $42.50 Mil, reflecting a 261.36% gain to date.
Fiduciary Group, LLC AAPL ($213.18) Holding Chart
Fiduciary Group, LLC AAPL ($213.18) 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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