One Wealth Advisors, LLC AAPL Holdings History
One Wealth Advisors, LLC's Apple Inc Holding Summary
As of 2025-06-30, One Wealth Advisors, LLC held 168,584.00 shares of Apple Inc(AAPL), totaling $34.59 Mil. This investment constitutes 4.81% of their stock portfolio, and One Wealth Advisors, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2018Q2. And since then One Wealth Advisors, LLC has made 13 purchases of AAPL, at an average price of $90.62, for a total of 375,609.00 shares. In addition, there have been 16 sales at an average price of $115.88 for 207,025.00 shares. Based on historical transaction data and AAPL's current price of $211.18, One Wealth Advisors, LLC's estimated gain on his AAPL holdings is $25.55 Mil, reflecting a 75.06% gain to date.
One Wealth Advisors, LLC AAPL ($211.18) Holding Chart
One Wealth Advisors, 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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