Waverly Advisors, LLC AAPL Holdings History
Waverly Advisors, LLC's Apple Inc Holding Summary
As of 2025-03-31, Waverly Advisors, LLC held 894,862.00 shares of Apple Inc(AAPL), totaling $198.78 Mil. This investment constitutes 2.42% of their stock portfolio, and Waverly Advisors, LLC now holds 0.01% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2013Q4. And since then Waverly Advisors, LLC has made 27 purchases of AAPL, at an average price of $157.41, for a total of 1.11 Mil shares. In addition, there have been 9 sales at an average price of $46.90 for 215,692.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Waverly Advisors, LLC's estimated gain on his AAPL holdings is $27.16 Mil, reflecting a 15.54% gain to date.
Waverly Advisors, LLC AAPL ($214.40) Holding Chart
Waverly 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 % | |||
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