Oxford Wealth Group, LLC AAPL Holdings History
Oxford Wealth Group, LLC's Apple Inc Holding Summary
As of 2024-12-31, Oxford Wealth Group, LLC held 20,179.00 shares of Apple Inc(AAPL), totaling $5.05 Mil. This investment constitutes 3.27% of their stock portfolio, and Oxford Wealth Group, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q1. And since then Oxford Wealth Group, LLC has made 2 purchases of AAPL, at an average price of $182.79, for a total of 23,791.00 shares. In addition, there have been 1 sales at an average price of $223.32 for 3,612.00 shares. Based on historical transaction data and AAPL's current price of $211.18, Oxford Wealth Group, LLC's estimated gain on his AAPL holdings is $719,357.55, reflecting a 16.54% gain to date.
Oxford Wealth Group, LLC AAPL ($211.18) Holding Chart
Oxford 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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