Accel Wealth Management AAPL Holdings History
Accel Wealth Management's Apple Inc Holding Summary
As of 2025-03-31, Accel Wealth Management held 29,919.00 shares of Apple Inc(AAPL), totaling $6.65 Mil. This investment constitutes 2.4% of their stock portfolio, and Accel Wealth Management now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then Accel Wealth Management has made 11 purchases of AAPL, at an average price of $137.04, for a total of 34,695.00 shares. In addition, there have been 6 sales at an average price of $173.57 for 4,776.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Accel Wealth Management's estimated gain on his AAPL holdings is $2.39 Mil, reflecting a 50.33% gain to date.
Accel Wealth Management AAPL ($211.18) Holding Chart
Accel Wealth Management AAPL ($211.18) 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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