FGA
Fortis Group Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
54,916
-11,480
| -17% | -$2.38M | 2.07% | 8 |
|
|
2025
Q1 | $14.7M | Sell |
66,396
-1,795
| -3% | -$399K | 2.86% | 4 |
|
|
2024
Q4 | $17.1M | Sell |
68,191
-1,505
| -2% | -$377K | 3.18% | 3 |
|
|
2024
Q3 | $16.2M | Buy |
69,696
+1,339
| +2% | +$312K | 3% | 5 |
|
|
2024
Q2 | $14.4M | Sell |
68,357
-4,174
| -6% | -$879K | 2.86% | 6 |
|
|
2024
Q1 | $12.4M | Buy |
72,531
+9,372
| +15% | +$1.61M | 2.29% | 9 |
|
|
2023
Q4 | $10.6M | Buy |
63,159
+4,078
| +7% | +$687K | 2.63% | 6 |
|
|
2023
Q3 | $9.77M | Buy |
59,081
+4,269
| +8% | +$706K | 2.99% | 6 |
|
|
2023
Q2 | $10.6M | Sell |
54,812
-191
| -0.3% | -$37K | 2.82% | 5 |
|
|
2023
Q1 | $9.33M | Buy |
+55,003
| New | +$9.33M | 2.82% | 9 |
|
|
2020
Q3 | $14.5M | Buy |
+125,024
| New | +$14.5M | 2.81% | 10 |
|