Sebold Capital Management, Inc. OAKM Holdings History
Number of Shares
27,024.00
Current Holdings Value*
$660,740.00
% of Portfolio
0.43%
Total Estimate Gain
$39,995.52
% of Total Estimate Gain
6.02%
Sebold Capital Management, Inc.'s Oakmark U.S. Large Cap ETF Holding Summary
As of 2025-03-31, Sebold Capital Management, Inc. held 27,024.00 shares of Oakmark U.S. Large Cap ETF(OAKM), totaling $660,740.00. This investment constitutes 0.43% of their stock portfolio, and Sebold Capital Management, Inc. now holds 0.19% of the outstanding Oakmark U.S. Large Cap ETF(OAKM) stock.
The initial trade took place in 2025Q1. And since then Sebold Capital Management, Inc. has made 1 purchases of OAKM, at an average price of $24.57, for a total of 27,024.00 shares. Based on historical transaction data and OAKM's current price of $26.05, Sebold Capital Management, Inc.'s estimated gain on his OAKM holdings is $39,995.52, reflecting a 6.02% gain to date.
Sebold Capital Management, Inc. OAKM ($26.05) Holding Chart
Sebold Capital Management, Inc. OAKM ($26.05) 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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