Number of Shares
210,435.00
Current Holdings Value*
$46.74 Mil
% of Portfolio
7.81%
Total Estimate Gain
$43.47 Mil
% of Total Estimate Gain
56.62%

Formidable Asset Management, LLC's Apple Inc Holding Summary

As of 2025-03-31, Formidable Asset Management, LLC held 210,435.00 shares of Apple Inc(AAPL), totaling $46.74 Mil. This investment constitutes 7.81% of their stock portfolio, and Formidable Asset Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q3. And since then Formidable Asset Management, LLC has made 21 purchases of AAPL, at an average price of $63.60, for a total of 1.21 Mil shares. In addition, there have been 25 sales at an average price of $78.08 for 996,860.00 shares. Based on historical transaction data and AAPL's current price of $201.56, Formidable Asset Management, LLC's estimated gain on his AAPL holdings is $43.47 Mil, reflecting a 56.62% gain to date.

Formidable Asset Management, LLC AAPL ($201.56) Holding Chart

Formidable Asset Management, LLC AAPL ($201.56) 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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