SHELTON WEALTH MANAGEMENT, LLC's ownership history for AAPL


SHELTON WEALTH MANAGEMENT, LLC currently holds 7.2K shares with a market value of $1.8M. It started holding AAPL on 2024-09-30. At its peak, it held 7.2K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 6.9K shares on 2024-09-30, with a value of $1.4M on 2025-06-30. In the recent 180 days, SHELTON WEALTH MANAGEMENT, LLC has increased its shares by 93. In the recent year, SHELTON WEALTH MANAGEMENT, LLC has increased its shares by 225.

It has also owned 12 contracts of calls, with the market value of the underlying securities totaling $246.2K on 2025-06-30. At its peak, it held 12 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $246.2K on 2025-06-30. At its lowest, it held 12 contracts of calls on 2025-06-30 and it owned calls with the market value of the underlying securities totaling $246.2K on 2025-06-30.


SHELTON WEALTH MANAGEMENT, LLC's ownership history for AAPL
SHELTON WEALTH MANAGEMENT, LLC's ownership history for AAPL Call Options