OneAscent Family Office, LLC AAPL Holdings History
OneAscent Family Office, LLC's Apple Inc Holding Summary
As of 2025-03-31, OneAscent Family Office, LLC held 9,818.00 shares of Apple Inc(AAPL), totaling $2.18 Mil. This investment constitutes 2.02% of their stock portfolio, and OneAscent Family Office, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then OneAscent Family Office, LLC has made 1 purchases of AAPL, at an average price of $232.68, for a total of 9,818.00 shares. Based on historical transaction data and AAPL's current price of $211.18, OneAscent Family Office, LLC's estimated gain on his AAPL holdings is $-211,134.02, reflecting a -9.24% gain to date.
OneAscent Family Office, LLC AAPL ($211.18) Holding Chart
OneAscent Family Office, 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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