Number of Shares
53,269.00
Current Holdings Value*
$11.83 Mil
% of Portfolio
3%
Total Estimate Gain
$1.68 Mil
% of Total Estimate Gain
16.02%

Financial Security Advisor, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Financial Security Advisor, Inc. held 53,269.00 shares of Apple Inc(AAPL), totaling $11.83 Mil. This investment constitutes 3% of their stock portfolio, and Financial Security Advisor, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q3. And since then Financial Security Advisor, Inc. has made 2 purchases of AAPL, at an average price of $183.96, for a total of 56,929.00 shares. In addition, there have been 4 sales at an average price of $215.77 for 3,660.00 shares. Based on historical transaction data and AAPL's current price of $213.26, Financial Security Advisor, Inc.'s estimated gain on his AAPL holdings is $1.68 Mil, reflecting a 16.02% gain to date.

Financial Security Advisor, Inc. AAPL ($213.26) Holding Chart

Financial Security Advisor, Inc. AAPL ($213.26) 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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