SAI
Savvy Advisors Inc’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.2M | Buy |
195,748
+54,426
| +39% | +$11.2M | 2.68% | 7 |
|
|
2025
Q1 | $31.4M | Buy |
141,322
+28,186
| +25% | +$6.26M | 3.16% | 5 |
|
|
2024
Q4 | $28.3M | Buy |
113,136
+71,202
| +170% | +$17.8M | 3.41% | 5 |
|
|
2024
Q3 | $9.77M | Buy |
41,934
+13,372
| +47% | +$3.12M | 1.98% | 11 |
|
|
2024
Q2 | $6.02M | Buy |
28,562
+14,304
| +100% | +$3.01M | 1.96% | 9 |
|
|
2024
Q1 | $2.44M | Buy |
14,258
+5,093
| +56% | +$873K | 1.41% | 9 |
|
|
2023
Q4 | $1.76M | Buy |
+9,165
| New | +$1.76M | 1.71% | 9 |
|