Fortis Capital Advisors, LLC AAPL Holdings History
Fortis Capital Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Fortis Capital Advisors, LLC held 78,070.00 shares of Apple Inc(AAPL), totaling $17.34 Mil. This investment constitutes 3.52% of their stock portfolio, and Fortis Capital Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2022Q4. And since then Fortis Capital Advisors, LLC has made 6 purchases of AAPL, at an average price of $154.66, for a total of 85,936.00 shares. In addition, there have been 3 sales at an average price of $193.95 for 7,866.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Fortis Capital Advisors, LLC's estimated gain on his AAPL holdings is $4.72 Mil, reflecting a 35.53% gain to date.
Fortis Capital Advisors, LLC AAPL ($211.18) Holding Chart
Fortis Capital Advisors, LLC AAPL ($211.18) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
