SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AAPL Holdings History
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's Apple Inc Holding Summary
As of 2025-03-31, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co held 29,545.00 shares of Apple Inc(AAPL), totaling $6.56 Mil. This investment constitutes 6.75% of their stock portfolio, and SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2024Q4. And since then SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has made 1 purchases of AAPL, at an average price of $233.25, for a total of 29,545.00 shares. Based on historical transaction data and AAPL's current price of $209.11, SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co's estimated gain on his AAPL holdings is $-713,333.17, reflecting a -10.35% gain to date.
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AAPL ($209.11) Holding Chart
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co AAPL ($209.11) 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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