SAGE ADVISORS, LLC AAPL Holdings History
Number of Shares
45,056.00
Current Holdings Value*
$10.01 Mil
% of Portfolio
7.04%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
10.04%
SAGE ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-03-31, SAGE ADVISORS, LLC held 45,056.00 shares of Apple Inc(AAPL), totaling $10.01 Mil. This investment constitutes 7.04% of their stock portfolio, and SAGE ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then SAGE ADVISORS, LLC has made 3 purchases of AAPL, at an average price of $186.62, for a total of 58,719.00 shares. In addition, there have been 2 sales at an average price of $190.07 for 13,663.00 shares. Based on historical transaction data and AAPL's current price of $210.01, SAGE ADVISORS, LLC's estimated gain on his AAPL holdings is $1.10 Mil, reflecting a 10.04% gain to date.
SAGE ADVISORS, LLC AAPL ($210.01) Holding Chart
SAGE ADVISORS, LLC AAPL ($210.01) 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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