Number of Shares
90,460.00
Current Holdings Value*
$20.09 Mil
% of Portfolio
2.88%
Total Estimate Gain
$7.09 Mil
% of Total Estimate Gain
50.61%

Onyx Bridge Wealth Group LLC's Apple Inc Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 90,460.00 shares of Apple Inc(AAPL), totaling $20.09 Mil. This investment constitutes 2.88% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q4. And since then Onyx Bridge Wealth Group LLC has made 12 purchases of AAPL, at an average price of $137.64, for a total of 101,714.00 shares. In addition, there have been 5 sales at an average price of $176.23 for 11,254.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Onyx Bridge Wealth Group LLC's estimated gain on his AAPL holdings is $7.09 Mil, reflecting a 50.61% gain to date.

Onyx Bridge Wealth Group LLC AAPL ($211.18) Holding Chart

Onyx Bridge Wealth Group 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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