Number of Shares
72,216.00
Current Holdings Value*
$14.82 Mil
% of Portfolio
2.65%
Total Estimate Gain
$4.90 Mil
% of Total Estimate Gain
36.88%

Fortis Capital Advisors, LLC's Apple Inc Holding Summary

As of 2025-06-30, Fortis Capital Advisors, LLC held 72,216.00 shares of Apple Inc(AAPL), totaling $14.82 Mil. This investment constitutes 2.65% 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 4 sales at an average price of $197.50 for 13,720.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Fortis Capital Advisors, LLC's estimated gain on his AAPL holdings is $4.90 Mil, reflecting a 36.88% gain to date.

Fortis Capital Advisors, LLC AAPL ($214.40) Holding Chart

Fortis Capital Advisors, LLC AAPL ($214.40) 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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