Ownership history in Activest Wealth Management · 17 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in APPLE INC (AAPL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 124,964 | -12,094 | -8.8% | 6.35% | $34.0M | $271.61 |
| 2025 Q3 | ADDED | 137,058 | +1,449 | +1.1% | 7.07% | $34.9M | $254.15 |
| 2025 Q2 | ADDED | 135,609 | +6,285 | +4.9% | 6.71% | $27.8M | $204.55 |
| 2025 Q1 | ADDED | 129,324 | +933 | +0.7% | 7.71% | $28.7M | $221.17 |
| 2024 Q4 | ADDED | 128,391 | +2,776 | +2.2% | 8.99% | $32.2M | $249.06 |
| 2024 Q3 | REDUCED | 125,615 | -198 | -0.2% | 9.04% | $29.3M | $231.48 |
| 2024 Q2 | ADDED | 125,813 | +100,533 | +397.7% | 8.72% | $26.5M | $209.00 |
| 2024 Q1 | ADDED | 25,280 | +4,289 | +20.4% | 2.09% | $4.3M | $169.93 |
| 2023 Q4 | REDUCED | 20,991 | -373 | -1.7% | 2.23% | $4.0M | $190.55 |
| 2023 Q3 | ADDED | 21,364 | +686 | +3.3% | 2.25% | $3.7M | $169.23 |
As of 2025 Q4 — sorted by position size