Number of Shares
268,008.00
Current Holdings Value*
$54.99 Mil
% of Portfolio
3.71%
Total Estimate Gain
$39.05 Mil
% of Total Estimate Gain
134.52%

Fragasso Financial Advisors Inc's Apple Inc Holding Summary

As of 2025-06-30, Fragasso Financial Advisors Inc held 268,008.00 shares of Apple Inc(AAPL), totaling $54.99 Mil. This investment constitutes 3.71% of their stock portfolio, and Fragasso Financial Advisors Inc now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2014Q1. And since then Fragasso Financial Advisors Inc has made 21 purchases of AAPL, at an average price of $72.58, for a total of 400,012.00 shares. In addition, there have been 11 sales at an average price of $92.21 for 132,004.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Fragasso Financial Advisors Inc's estimated gain on his AAPL holdings is $39.05 Mil, reflecting a 134.52% gain to date.

Fragasso Financial Advisors Inc AAPL ($208.62) Holding Chart

Fragasso Financial Advisors Inc AAPL ($208.62) 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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