Number of Shares
510,352.00
Current Holdings Value*
$108.85 Mil
% of Portfolio
2.89%
Total Estimate Gain
$171,519.59
% of Total Estimate Gain
0.12%

AXXCESS WEALTH MANAGEMENT, LLC's Apple Inc Holding Summary

As of 2025-03-31, AXXCESS WEALTH MANAGEMENT, LLC held 510,352.00 shares of Apple Inc(AAPL), totaling $108.85 Mil. This investment constitutes 2.89% of their stock portfolio, and AXXCESS WEALTH MANAGEMENT, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2022Q1. And since then AXXCESS WEALTH MANAGEMENT, LLC has made 5 purchases of AAPL, at an average price of $165.63, for a total of 871,071.00 shares. In addition, there have been 3 sales at an average price of $165.83 for 871,071.00 shares. Based on historical transaction data and AAPL's current price of $213.55, AXXCESS WEALTH MANAGEMENT, LLC's estimated gain on his AAPL holdings is $171,519.59, reflecting a 0.12% gain to date.

AXXCESS WEALTH MANAGEMENT, LLC AAPL ($213.55) Holding Chart

AXXCESS WEALTH MANAGEMENT, LLC AAPL ($213.55) 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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