Oakwell Private Wealth Management, LLC IESC Holdings History
Oakwell Private Wealth Management, LLC's IES Holdings Inc Holding Summary
As of 2025-03-31, Oakwell Private Wealth Management, LLC held 10,039.00 shares of IES Holdings Inc(IESC), totaling $1.66 Mil. This investment constitutes 0.46% of their stock portfolio, and Oakwell Private Wealth Management, LLC now holds 0.05% of the outstanding IES Holdings Inc(IESC) stock.
The initial trade took place in 2025Q1. And since then Oakwell Private Wealth Management, LLC has made 1 purchases of IESC, at an average price of $208.57, for a total of 10,039.00 shares. Based on historical transaction data and IESC's current price of $327.15, Oakwell Private Wealth Management, LLC's estimated gain on his IESC holdings is $1.19 Mil, reflecting a 56.85% gain to date.
Oakwell Private Wealth Management, LLC IESC ($327.15) Holding Chart
Oakwell Private Wealth Management, LLC IESC ($327.15) 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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