A detailed history of Shelton Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Shelton Wealth Management, LLC holds 5,500 shares of AAPL stock, worth $1.25 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
5,500
Previous 7,645 28.06%
Holding current value
$1.25 Million
Previous $1.31 Million 11.6%
% of portfolio
0.67%
Previous 0.83%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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 $3.64T
  • 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
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