Shelton Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Sell |
7,004
-59
| -0.8% | -$12.1K | 0.69% | 44 |
|
|
2025
Q1 | $1.57M | Buy |
7,063
+97
| +1% | +$21.5K | 0.85% | 24 |
|
|
2024
Q4 | $1.74M | Buy |
6,966
+35
| +0.5% | +$8.77K | 0.9% | 24 |
|
|
2024
Q3 | $1.61M | Buy |
6,931
+110
| +2% | +$25.6K | 0.88% | 30 |
|
|
2024
Q2 | $1.44M | Sell |
6,821
-824
| -11% | -$174K | 0.81% | 30 |
|
|
2024
Q1 | $1.31M | Buy |
7,645
+262
| +4% | +$44.9K | 0.82% | 32 |
|
|
2023
Q4 | $1.42M | Sell |
7,383
-80
| -1% | -$15.4K | 1.01% | 27 |
|
|
2023
Q3 | $1.28M | Sell |
7,463
-55
| -0.7% | -$9.42K | 1.02% | 20 |
|
|
2023
Q2 | $1.46M | Sell |
7,518
-951
| -11% | -$184K | 1.13% | 19 |
|
|
2023
Q1 | $1.4M | Buy |
8,469
+583
| +7% | +$96.1K | 1.13% | 19 |
|
|
2022
Q4 | $1.02M | Sell |
7,886
-452
| -5% | -$58.7K | 0.81% | 26 |
|
|
2022
Q3 | $1.15M | Buy |
8,338
+3
| +0% | +$414 | 1.03% | 23 |
|
|
2022
Q2 | $1.14M | Sell |
8,335
-3
| -0% | -$410 | 0.97% | 23 |
|
|
2022
Q1 | $1.46M | Sell |
8,338
-2,294
| -22% | -$401K | 1.15% | 19 |
|
|
2021
Q4 | $1.89M | Buy |
+10,632
| New | +$1.89M | 1.49% | 16 |
|