Fortis Group Advisors, LLC AAPL Holdings History
Fortis Group Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 66,396.00 shares of Apple Inc(AAPL), totaling $14.75 Mil. This investment constitutes 2.86% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q1. And since then Fortis Group Advisors, LLC has made 4 purchases of AAPL, at an average price of $157.37, for a total of 74,061.00 shares. In addition, there have been 5 sales at an average price of $206.45 for 7,665.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Fortis Group Advisors, LLC's estimated gain on his AAPL holdings is $4.12 Mil, reflecting a 35.36% gain to date.
Fortis Group Advisors, LLC AAPL ($213.76) Holding Chart
Fortis Group Advisors, LLC AAPL ($213.76) 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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