McLean Asset Management Corp AAPL Holdings History
McLean Asset Management Corp's Apple Inc Holding Summary
As of 2025-06-30, McLean Asset Management Corp held 98,957.00 shares of Apple Inc(AAPL), totaling $21.02 Mil. This investment constitutes 5.52% of their stock portfolio, and McLean Asset Management Corp now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then McLean Asset Management Corp has made 7 purchases of AAPL, at an average price of $164.54, for a total of 117,880.00 shares. In addition, there have been 11 sales at an average price of $168.05 for 18,923.00 shares. Based on historical transaction data and AAPL's current price of $208.62, McLean Asset Management Corp's estimated gain on his AAPL holdings is $4.43 Mil, reflecting a 22.83% gain to date.
McLean Asset Management Corp AAPL ($208.62) Holding Chart
McLean Asset Management Corp AAPL ($208.62) 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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