S&P 500 Index Fund AAPL Holdings History
S&P 500 Index Fund's Apple Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 85,448.00 shares of Apple Inc(AAPL), totaling $20.66 Mil. This investment constitutes 7.24% 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 S&P 500 Index Fund has made 1 purchases of AAPL, at an average price of $127.64, for a total of 103,216.00 shares. In addition, there have been 13 sales at an average price of $167.80 for 17,768.00 shares. Based on historical transaction data and AAPL's current price of $214.40, S&P 500 Index Fund's estimated gain on his AAPL holdings is $8.13 Mil, reflecting a 61.69% gain to date.
S&P 500 Index Fund AAPL ($214.40) Holding Chart
S&P 500 Index Fund AAPL ($214.40) 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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