OneAscent Financial Services LLC AAPL Holdings History
OneAscent Financial Services LLC's Apple Inc Holding Summary
As of 2025-03-31, OneAscent Financial Services LLC held 149,424.00 shares of Apple Inc(AAPL), totaling $33.24 Mil. This investment constitutes 2.17% of their stock portfolio, and OneAscent Financial Services LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2019Q2. And since then OneAscent Financial Services LLC has made 11 purchases of AAPL, at an average price of $147.91, for a total of 300,029.00 shares. In addition, there have been 11 sales at an average price of $103.75 for 150,605.00 shares. Based on historical transaction data and AAPL's current price of $209.29, OneAscent Financial Services LLC's estimated gain on his AAPL holdings is $2.52 Mil, reflecting a 5.68% gain to date.
OneAscent Financial Services LLC AAPL ($209.29) Holding Chart
OneAscent Financial Services LLC AAPL ($209.29) 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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