McElhenny Sheffield Capital Management, LLC AAPL Holdings History
McElhenny Sheffield Capital Management, LLC's Apple Inc Holding Summary
As of 2025-06-30, McElhenny Sheffield Capital Management, LLC held 22,018.00 shares of Apple Inc(AAPL), totaling $4.52 Mil. This investment constitutes 1.2% of their stock portfolio, and McElhenny Sheffield Capital Management, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q3. And since then McElhenny Sheffield Capital Management, LLC has made 8 purchases of AAPL, at an average price of $165.36, for a total of 54,635.00 shares. In addition, there have been 7 sales at an average price of $188.67 for 32,617.00 shares. Based on historical transaction data and AAPL's current price of $214.17, McElhenny Sheffield Capital Management, LLC's estimated gain on his AAPL holdings is $1.84 Mil, reflecting a 20.31% gain to date.
McElhenny Sheffield Capital Management, LLC AAPL ($214.17) Holding Chart
McElhenny Sheffield Capital Management, LLC AAPL ($214.17) 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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