SATOVSKY ASSET MANAGEMENT LLC AAPL Holdings History
SATOVSKY ASSET MANAGEMENT LLC's Apple Inc Holding Summary
As of 2025-03-31, SATOVSKY ASSET MANAGEMENT LLC held 53,804.00 shares of Apple Inc(AAPL), totaling $12.03 Mil. This investment constitutes 2.69% of their stock portfolio, and SATOVSKY ASSET MANAGEMENT LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then SATOVSKY ASSET MANAGEMENT LLC has made 9 purchases of AAPL, at an average price of $133.32, for a total of 62,492.00 shares. In addition, there have been 7 sales at an average price of $196.26 for 8,688.00 shares. Based on historical transaction data and AAPL's current price of $213.76, SATOVSKY ASSET MANAGEMENT LLC's estimated gain on his AAPL holdings is $4.87 Mil, reflecting a 58.51% gain to date.
SATOVSKY ASSET MANAGEMENT LLC AAPL ($213.76) Holding Chart
SATOVSKY ASSET MANAGEMENT LLC AAPL ($213.76) 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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