GeoWealth Management, LLC ONEQ Holdings History
GeoWealth Management, LLC's Fidelity Nasdaq Composite Tracking Stock Holding Summary
As of 2025-03-31, GeoWealth Management, LLC held 789.00 shares of Fidelity Nasdaq Composite Tracking Stock(ONEQ), totaling $53,700.00. This investment constitutes 0% of their stock portfolio, and GeoWealth Management, LLC now holds 0% of the outstanding Fidelity Nasdaq Composite Tracking Stock(ONEQ) stock.
The initial trade took place in 2021Q3. And since then GeoWealth Management, LLC has made 6 purchases of ONEQ, at an average price of $62.84, for a total of 1.02 Mil shares. In addition, there have been 4 sales at an average price of $60.74 for 1.02 Mil shares. Based on historical transaction data and ONEQ's current price of $82.61, GeoWealth Management, LLC's estimated gain on his ONEQ holdings is $-2.14 Mil, reflecting a -3.32% gain to date.
GeoWealth Management, LLC ONEQ ($82.61) Holding Chart
GeoWealth Management, LLC ONEQ ($82.61) 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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