Fortis Capital Advisors, LLC AAPL Holdings History
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 $214.15, Fortis Capital Advisors, LLC's estimated gain on his AAPL holdings is $4.88 Mil, reflecting a 36.75% gain to date.
Fortis Capital Advisors, LLC AAPL ($214.15) Holding Chart
Fortis Capital Advisors, LLC AAPL ($214.15) 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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