FCA
Fortis Capital Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.8M | Sell |
72,216
-5,854
| -7% | -$1.2M | 2.65% | 10 |
|
|
2025
Q1 | $17.3M | Buy |
78,070
+3,052
| +4% | +$678K | 3.52% | 8 |
|
|
2024
Q4 | $17.2M | Sell |
75,018
-2,074
| -3% | -$475K | 5.87% | 4 |
|
|
2024
Q3 | $18M | Buy |
77,092
+3,033
| +4% | +$707K | 6.01% | 4 |
|
|
2024
Q2 | $15.6M | Buy |
74,059
+6,750
| +10% | +$1.42M | 5.63% | 5 |
|
|
2024
Q1 | $11.5M | Buy |
67,309
+443
| +0.7% | +$76K | 4.86% | 5 |
|
|
2023
Q4 | $12.9M | Buy |
66,866
+4,178
| +7% | +$804K | 6.88% | 3 |
|
|
2023
Q3 | $10.7M | Sell |
62,688
-3,027
| -5% | -$518K | 6.88% | 3 |
|
|
2023
Q2 | $12.7M | Sell |
65,715
-2,765
| -4% | -$536K | 7.48% | 3 |
|
|
2023
Q1 | $11.3M | Buy |
68,480
+1,978
| +3% | +$326K | 6.04% | 4 |
|
|
2022
Q4 | $8.64M | Buy |
+66,502
| New | +$8.64M | 5.14% | 4 |
|