Number of Shares
23,172.00
Current Holdings Value*
$4.75 Mil
% of Portfolio
2.78%
Total Estimate Gain
$2.03 Mil
% of Total Estimate Gain
51.18%

Salvus Wealth Management, LLC's Apple Inc Holding Summary

As of 2025-06-30, Salvus Wealth Management, LLC held 23,172.00 shares of Apple Inc(AAPL), totaling $4.75 Mil. This investment constitutes 2.78% of their stock portfolio, and Salvus Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Salvus Wealth Management, LLC has made 12 purchases of AAPL, at an average price of $141.25, for a total of 28,047.00 shares. In addition, there have been 6 sales at an average price of $209.47 for 4,875.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Salvus Wealth Management, LLC's estimated gain on his AAPL holdings is $2.03 Mil, reflecting a 51.18% gain to date.

Salvus Wealth Management, LLC AAPL ($214.40) Holding Chart

Salvus Wealth Management, LLC AAPL ($214.40) 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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