Number of Shares
60,631.00
Current Holdings Value*
$12.44 Mil
% of Portfolio
4.49%
Total Estimate Gain
$2.50 Mil
% of Total Estimate Gain
22.66%

Sandy Cove Advisors, LLC's Apple Inc Holding Summary

As of 2025-06-30, Sandy Cove Advisors, LLC held 60,631.00 shares of Apple Inc(AAPL), totaling $12.44 Mil. This investment constitutes 4.49% of their stock portfolio, and Sandy Cove Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2021Q4. And since then Sandy Cove Advisors, LLC has made 11 purchases of AAPL, at an average price of $174.58, for a total of 63,188.00 shares. In addition, there have been 3 sales at an average price of $207.98 for 2,557.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Sandy Cove Advisors, LLC's estimated gain on his AAPL holdings is $2.50 Mil, reflecting a 22.66% gain to date.

Sandy Cove Advisors, LLC AAPL ($214.40) Holding Chart

Sandy Cove Advisors, 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 %

Top Ranked Articles

  • 1