Focused Wealth Management, Inc ONEQ Holdings History
Focused Wealth Management, Inc's Fidelity Nasdaq Composite Tracking Stock Holding Summary
As of 2025-06-30, Focused Wealth Management, Inc held 37,181.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $2.98 Mil. This investment constitutes 0.36% of their stock portfolio, and Focused Wealth Management, Inc now holds 0.04% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.
The initial trade took place in 2022Q2. And since then Focused Wealth Management, Inc has made 6 purchases of ONEQ, at an average price of $48.85, for a total of 620,514.00 shares. In addition, there have been 6 sales at an average price of $42.68 for 583,333.00 shares. Based on historical transaction data and ONEQ's current price of $82.25, Focused Wealth Management, Inc's estimated gain on his ONEQ holdings is $-2.36 Mil, reflecting a -7.79% gain to date.
Focused Wealth Management, Inc ONEQ ($82.25) Holding Chart
Focused Wealth Management, Inc ONEQ ($82.25) 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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