Number of Shares
29,604.00
Current Holdings Value*
$5.75 Mil
% of Portfolio
4.13%
Total Estimate Gain
$2.90 Mil
% of Total Estimate Gain
24.37%

Fortitude Advisory Group L.L.C.'s Apple Inc Holding Summary

As of 2025-03-31, Fortitude Advisory Group L.L.C. held 29,604.00 shares of Apple Inc(AAPL), totaling $5.75 Mil. This investment constitutes 4.13% of their stock portfolio, and Fortitude Advisory Group L.L.C. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Fortitude Advisory Group L.L.C. has made 4 purchases of AAPL, at an average price of $158.25, for a total of 75,087.00 shares. In addition, there have been 9 sales at an average price of $187.48 for 45,483.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Fortitude Advisory Group L.L.C.'s estimated gain on his AAPL holdings is $2.90 Mil, reflecting a 24.37% gain to date.

Fortitude Advisory Group L.L.C. AAPL ($211.16) Holding Chart

Fortitude Advisory Group L.L.C. AAPL ($211.16) 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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