McElhenny Sheffield Capital Management, LLC AMZN Holdings History
McElhenny Sheffield Capital Management, LLC's Amazon.com Inc Holding Summary
As of 2025-06-30, McElhenny Sheffield Capital Management, LLC held 21,233.00 shares of Amazon.com Inc(AMZN), totaling $1.89 Mil. This investment constitutes 2.1% of their stock portfolio, and McElhenny Sheffield Capital Management, LLC now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2022Q4. And since then McElhenny Sheffield Capital Management, LLC has made 2 purchases of AMZN, at an average price of $196.16, for a total of 21,583.00 shares. In addition, there have been 1 sales at an average price of $96.61 for 350.00 shares. Based on historical transaction data and AMZN's current price of $228.29, McElhenny Sheffield Capital Management, LLC's estimated gain on his AMZN holdings is $647,271.66, reflecting a 15.29% gain to date.
McElhenny Sheffield Capital Management, LLC AMZN ($228.29) Holding Chart
McElhenny Sheffield Capital Management, LLC AMZN ($228.29) 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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