A detailed history of Shelton Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 6,931 shares of AAPL stock, worth $1.79 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares
6,931
Previous 5,500 26.02%
Holding current value
$1.79 Million
Previous $1.16 Million 39.38%
% of portfolio
0.9%
Previous 0.67%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024

BUY
$207.23 - $234.82 $22,795 - $25,830
110 Added 1.61%
6,931 $1.61 Million
Q2 2024

Jul 23, 2024

SELL
$165.0 - $216.67 $135,960 - $178,536
-824 Reduced 10.78%
6,821 $1.44 Million
Q1 2024

May 14, 2024

BUY
$169.0 - $195.18 $44,278 - $51,137
262 Added 3.55%
7,645 $1.31 Million
Q4 2023

Feb 14, 2024

SELL
$166.89 - $198.11 $13,351 - $15,848
-80 Reduced 1.07%
7,383 $1.42 Million
Q3 2023

Nov 01, 2023

SELL
$170.43 - $196.45 $9,373 - $10,804
-55 Reduced 0.73%
7,463 $1.28 Million
Q2 2023

Aug 01, 2023

SELL
$160.1 - $193.97 $152,255 - $184,465
-951 Reduced 11.23%
7,518 $1.46 Million
Q1 2023

May 08, 2023

BUY
$125.02 - $164.9 $72,886 - $96,136
583 Added 7.39%
8,469 $1.4 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $56,970 - $70,394
-452 Reduced 5.42%
7,886 $1.02 Million
Q3 2022

Nov 08, 2022

BUY
$138.2 - $174.55 $414 - $523
3 Added 0.04%
8,338 $1.15 Million
Q2 2022

Jul 28, 2022

SELL
$130.06 - $178.44 $390 - $535
-3 Reduced 0.04%
8,335 $1.14 Million
Q1 2022

May 10, 2022

SELL
$150.62 - $182.01 $345,522 - $417,530
-2,294 Reduced 21.58%
8,338 $1.46 Million
Q4 2021

Jan 26, 2022

BUY
$139.14 - $180.33 $1.48 Million - $1.92 Million
10,632 New
10,632 $1.89 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $4.15T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
Track This Portfolio

Track Shelton Wealth Management, LLC Portfolio

Follow Shelton Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shelton Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shelton Wealth Management, LLC with notifications on news.