Number of Shares
26,492.00
Current Holdings Value*
$5.88 Mil
% of Portfolio
1.42%
Total Estimate Gain
$-263,026.13
% of Total Estimate Gain
-0.53%

Financial Gravity Asset Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Financial Gravity Asset Management, Inc. held 26,492.00 shares of Apple Inc(AAPL), totaling $5.88 Mil. This investment constitutes 1.42% of their stock portfolio, and Financial Gravity Asset Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2018Q2. And since then Financial Gravity Asset Management, Inc. has made 10 purchases of AAPL, at an average price of $180.66, for a total of 276,001.00 shares. In addition, there have been 14 sales at an average price of $176.36 for 249,509.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Financial Gravity Asset Management, Inc.'s estimated gain on his AAPL holdings is $-263,026.13, reflecting a -0.53% gain to date.

Financial Gravity Asset Management, Inc. AAPL ($211.16) Holding Chart

Financial Gravity Asset Management, Inc. AAPL ($211.16) 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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