FAG
Fortitude Advisory Group’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Sell |
28,945
-659
| -2% | -$135K | 3.39% | 5 |
|
|
2025
Q1 | $5.75M | Sell |
29,604
-163
| -0.5% | -$31.7K | 4.13% | 3 |
|
|
2024
Q4 | $7.45M | Sell |
29,767
-2,350
| -7% | -$588K | 4.49% | 3 |
|
|
2024
Q3 | $7.48M | Sell |
32,117
-1,334
| -4% | -$311K | 4.72% | 3 |
|
|
2024
Q2 | $7.05M | Sell |
33,451
-26,302
| -44% | -$5.54M | 4.21% | 4 |
|
|
2024
Q1 | $10.2M | Sell |
59,753
-10,132
| -14% | -$1.74M | 5.79% | 4 |
|
|
2023
Q4 | $13.5M | Sell |
69,885
-312
| -0.4% | -$60.1K | 8.17% | 2 |
|
|
2023
Q3 | $12M | Buy |
70,197
+637
| +0.9% | +$109K | 8.13% | 2 |
|
|
2023
Q2 | $13.5M | Sell |
69,560
-2,399
| -3% | -$465K | 9.91% | 1 |
|
|
2023
Q1 | $11.9M | Buy |
71,959
+723
| +1% | +$119K | 9.19% | 1 |
|
|
2022
Q4 | $9.26M | Buy |
71,236
+2,024
| +3% | +$263K | 7.88% | 1 |
|
|
2022
Q3 | $9.57M | Buy |
69,212
+1,623
| +2% | +$224K | 9.08% | 1 |
|
|
2022
Q2 | $9.24M | Sell |
67,589
-262
| -0.4% | -$35.8K | 8.45% | 1 |
|
|
2022
Q1 | $11.8M | Sell |
67,851
-2,229
| -3% | -$389K | 6.3% | 1 |
|
|
2021
Q4 | $12.4M | Buy |
+70,080
| New | +$12.4M | 6.26% | 1 |
|