Number of Shares
33,431.00
Current Holdings Value*
$7.43 Mil
% of Portfolio
6.33%
Total Estimate Gain
$1.02 Mil
% of Total Estimate Gain
15.69%

Davies Financial Advisors, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Davies Financial Advisors, Inc. held 33,431.00 shares of Apple Inc(AAPL), totaling $7.43 Mil. This investment constitutes 6.33% of their stock portfolio, and Davies Financial Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2024Q1. And since then Davies Financial Advisors, Inc. has made 1 purchases of AAPL, at an average price of $182.12, for a total of 35,827.00 shares. In addition, there have been 3 sales at an average price of $204.13 for 2,396.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Davies Financial Advisors, Inc.'s estimated gain on his AAPL holdings is $1.02 Mil, reflecting a 15.69% gain to date.

Davies Financial Advisors, Inc. AAPL ($211.18) Holding Chart

Davies Financial Advisors, Inc. AAPL ($211.18) 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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