Number of Shares
15,234.00
Current Holdings Value*
$3.38 Mil
% of Portfolio
2.92%
Total Estimate Gain
$969,677.87
% of Total Estimate Gain
20.73%

Fortune Financial Advisors, LLC's Apple Inc Holding Summary

As of 2025-03-31, Fortune Financial Advisors, LLC held 15,234.00 shares of Apple Inc(AAPL), totaling $3.38 Mil. This investment constitutes 2.92% of their stock portfolio, and Fortune Financial Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q2. And since then Fortune Financial Advisors, LLC has made 2 purchases of AAPL, at an average price of $176.55, for a total of 26,494.00 shares. In addition, there have been 5 sales at an average price of $218.62 for 11,260.00 shares. Based on historical transaction data and AAPL's current price of $209.11, Fortune Financial Advisors, LLC's estimated gain on his AAPL holdings is $969,677.87, reflecting a 20.73% gain to date.

Fortune Financial Advisors, LLC AAPL ($209.11) Holding Chart

Fortune Financial Advisors, LLC AAPL ($209.11) 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