Nasdaq-100 Index Fund AAPL Holdings History
Nasdaq-100 Index Fund's Apple Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 726,618.00 shares of Apple Inc(AAPL), totaling $175.73 Mil. This investment constitutes 9.49% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q2. And since then Nasdaq-100 Index Fund has made 6 purchases of AAPL, at an average price of $132.30, for a total of 974,087.00 shares. In addition, there have been 9 sales at an average price of $173.79 for 247,469.00 shares. Based on historical transaction data and AAPL's current price of $213.76, Nasdaq-100 Index Fund's estimated gain on his AAPL holdings is $69.45 Mil, reflecting a 53.89% gain to date.
Nasdaq-100 Index Fund AAPL ($213.76) Holding Chart
Nasdaq-100 Index Fund AAPL ($213.76) 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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