CV Advisors LLC AAPL Holdings History

Number of Shares
87,084.00
Current Holdings Value*
$19.30 Mil
% of Portfolio
6.79%
Total Estimate Gain
$1.52 Mil
% of Total Estimate Gain
6.22%

CV Advisors LLC's Apple Inc Holding Summary

As of 2025-03-31, CV Advisors LLC held 87,084.00 shares of Apple Inc(AAPL), totaling $19.30 Mil. This investment constitutes 6.79% of their stock portfolio, and CV Advisors LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then CV Advisors LLC has made 7 purchases of AAPL, at an average price of $179.47, for a total of 135,991.00 shares. In addition, there have been 5 sales at an average price of $148.77 for 48,907.00 shares. Based on historical transaction data and AAPL's current price of $214.15, CV Advisors LLC's estimated gain on his AAPL holdings is $1.52 Mil, reflecting a 6.22% gain to date.

CV Advisors LLC AAPL ($214.15) Holding Chart

CV Advisors LLC AAPL ($214.15) 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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