David Kennon Inc ONEQ Holdings History

Number of Shares
232,492.00
Current Holdings Value*
$15.82 Mil
% of Portfolio
6.3%
Total Estimate Gain
$9.71 Mil
% of Total Estimate Gain
76.21%

David Kennon Inc's Fidelity Nasdaq Composite Tracking Stock Holding Summary

As of 2025-03-31, David Kennon Inc held 232,492.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $15.82 Mil. This investment constitutes 6.3% of their stock portfolio, and David Kennon Inc now holds 0.22% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.

The initial trade took place in 2022Q4. And since then David Kennon Inc has made 4 purchases of ONEQ, at an average price of $43.03, for a total of 296,188.00 shares. In addition, there have been 6 sales at an average price of $57.12 for 63,696.00 shares. Based on historical transaction data and ONEQ's current price of $80.95, David Kennon Inc's estimated gain on his ONEQ holdings is $9.71 Mil, reflecting a 76.21% gain to date.

David Kennon Inc ONEQ ($80.95) Holding Chart

David Kennon Inc ONEQ ($80.95) 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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