McElhenny Sheffield Capital Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.39M | Buy |
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|
2025
Q2 | $4.52M | Buy |
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|
2025
Q1 | $4.66M | Sell |
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|
2024
Q4 | $6.3M | Buy |
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|
2024
Q3 | $5.85M | Sell |
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|
2024
Q2 | $5.39M | Sell |
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|
2024
Q1 | $8.65M | Sell |
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|
2023
Q4 | $9.58M | Buy |
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|
2023
Q3 | $4.6M | Buy |
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|
2023
Q2 | $4.98M | Buy |
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|
2023
Q1 | $4.19M | Buy |
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|
2022
Q4 | $2.84M | Sell |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.05M | Sell |
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|
2022
Q1 | $4.42M | Buy |
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|
2021
Q4 | $4.48M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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