Savvy Advisors, Inc. AAPL Holdings History
Number of Shares
141,322.00
Current Holdings Value*
$31.39 Mil
% of Portfolio
3.16%
Total Estimate Gain
$-1.29 Mil
% of Total Estimate Gain
-4.10%
Savvy Advisors, Inc.'s Apple Inc Holding Summary
As of 2025-03-31, Savvy Advisors, Inc. held 141,322.00 shares of Apple Inc(AAPL), totaling $31.39 Mil. This investment constitutes 3.16% of their stock portfolio, and Savvy Advisors, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2023Q4. And since then Savvy Advisors, Inc. has made 5 purchases of AAPL, at an average price of $223.56, for a total of 141,322.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Savvy Advisors, Inc.'s estimated gain on his AAPL holdings is $-1.29 Mil, reflecting a -4.10% gain to date.
Savvy Advisors, Inc. AAPL ($214.40) Holding Chart
Savvy Advisors, Inc. 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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