One Charles Private Wealth Services, LLC LB Holdings History
Number of Shares
124,438.00
Current Holdings Value*
$8.95 Mil
% of Portfolio
2.9%
Total Estimate Gain
$-1.03 Mil
% of Total Estimate Gain
-12.90%
One Charles Private Wealth Services, LLC's LandBridge Co LLC Holding Summary
As of 2025-03-31, One Charles Private Wealth Services, LLC held 124,438.00 shares of LandBridge Co LLC(LB), totaling $8.95 Mil. This investment constitutes 2.9% of their stock portfolio, and One Charles Private Wealth Services, LLC now holds 0.53% of the outstanding LandBridge Co LLC(LB) stock.
The initial trade took place in 2024Q4. And since then One Charles Private Wealth Services, LLC has made 2 purchases of LB, at an average price of $64.19, for a total of 124,438.00 shares. Based on historical transaction data and LB's current price of $55.91, One Charles Private Wealth Services, LLC's estimated gain on his LB holdings is $-1.03 Mil, reflecting a -12.90% gain to date.
One Charles Private Wealth Services, LLC LB ($55.91) Holding Chart
One Charles Private Wealth Services, LLC LB ($55.91) 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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