Xcel Wealth Management, LLC AAPL Holdings History
Xcel Wealth Management, LLC's Apple Inc Holding Summary
As of 2025-03-31, Xcel Wealth Management, LLC held 52,630.00 shares of Apple Inc(AAPL), totaling $11.69 Mil. This investment constitutes 3.64% of their stock portfolio, and Xcel Wealth Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q4. And since then Xcel Wealth Management, LLC has made 10 purchases of AAPL, at an average price of $62.31, for a total of 118,292.00 shares. In addition, there have been 16 sales at an average price of $111.25 for 65,662.00 shares. Based on historical transaction data and AAPL's current price of $211.16, Xcel Wealth Management, LLC's estimated gain on his AAPL holdings is $11.05 Mil, reflecting a 149.87% gain to date.
Xcel Wealth Management, LLC AAPL ($211.16) Holding Chart
Xcel Wealth Management, LLC AAPL ($211.16) 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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