OXFORD FINANCIAL GROUP, LTD. LLC AAPL Holdings History
OXFORD FINANCIAL GROUP, LTD. LLC's Apple Inc Holding Summary
As of 2025-03-31, OXFORD FINANCIAL GROUP, LTD. LLC held 131,104.00 shares of Apple Inc(AAPL), totaling $29.12 Mil. This investment constitutes 2.04% of their stock portfolio, and OXFORD FINANCIAL GROUP, LTD. LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q1. And since then OXFORD FINANCIAL GROUP, LTD. LLC has made 10 purchases of AAPL, at an average price of $113.90, for a total of 164,109.00 shares. In addition, there have been 11 sales at an average price of $163.42 for 33,005.00 shares. Based on historical transaction data and AAPL's current price of $211.18, OXFORD FINANCIAL GROUP, LTD. LLC's estimated gain on his AAPL holdings is $14.39 Mil, reflecting a 76.98% gain to date.
OXFORD FINANCIAL GROUP, LTD. LLC AAPL ($211.18) Holding Chart
OXFORD FINANCIAL GROUP, LTD. LLC 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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