Number of Shares
42,631.00
Current Holdings Value*
$9.47 Mil
% of Portfolio
15.69%
Total Estimate Gain
$1.17 Mil
% of Total Estimate Gain
11.81%

One Wealth Management Investment & Advisory Services, LLC's Apple Inc Holding Summary

As of 2025-03-31, One Wealth Management Investment & Advisory Services, LLC held 42,631.00 shares of Apple Inc(AAPL), totaling $9.47 Mil. This investment constitutes 15.69% of their stock portfolio, and One Wealth Management Investment & Advisory Services, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2023Q4. And since then One Wealth Management Investment & Advisory Services, LLC has made 2 purchases of AAPL, at an average price of $186.11, for a total of 53,290.00 shares. In addition, there have been 3 sales at an average price of $200.39 for 10,659.00 shares. Based on historical transaction data and AAPL's current price of $210.02, One Wealth Management Investment & Advisory Services, LLC's estimated gain on his AAPL holdings is $1.17 Mil, reflecting a 11.81% gain to date.

One Wealth Management Investment & Advisory Services, LLC AAPL ($210.02) Holding Chart

One Wealth Management Investment & Advisory Services, LLC AAPL ($210.02) 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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