Wellington Shields & Co., LLC AAPL Holdings History
Wellington Shields & Co., LLC's Apple Inc Holding Summary
As of 2025-03-31, Wellington Shields & Co., LLC held 111,561.00 shares of Apple Inc(AAPL), totaling $24.78 Mil. This investment constitutes 7.76% of their stock portfolio, and Wellington Shields & Co., LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2014Q1. And since then Wellington Shields & Co., LLC has made 23 purchases of AAPL, at an average price of $70.08, for a total of 167,672.00 shares. In addition, there have been 13 sales at an average price of $76.23 for 56,111.00 shares. Based on historical transaction data and AAPL's current price of $214.40, Wellington Shields & Co., LLC's estimated gain on his AAPL holdings is $16.44 Mil, reflecting a 139.94% gain to date.
Wellington Shields & Co., LLC AAPL ($214.40) Holding Chart
Wellington Shields & Co., LLC AAPL ($214.40) 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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