Ownership history in AFFINITY WEALTH MANAGEMENT LLC · 55 quarters on record
This page tracks every 13F SEC filing in which AFFINITY WEALTH MANAGEMENT LLC reported a position in APPLE INC C COM (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 | 26,564 | -216 | -0.8% | 1.03% | $7.2M | $271.61 |
| 2025 Q3 | ADDED | 26,780 | +311 | +1.2% | 1.00% | $6.8M | $254.15 |
| 2025 Q2 | REDUCED | 26,469 | -55 | -0.2% | 0.87% | $5.4M | $204.55 |
| 2025 Q1 | REDUCED | 26,524 | -306 | -1.1% | 1.09% | $5.9M | $221.17 |
| 2024 Q4 | ADDED | 26,830 | +670 | +2.6% | 1.19% | $6.7M | $249.06 |
| 2024 Q3 | REDUCED | 26,160 | -260 | -1.0% | 1.08% | $6.1M | $231.48 |
| 2024 Q2 | ADDED | 26,420 | +964 | +3.8% | 1.02% | $5.6M | $209.00 |
| 2024 Q1 | REDUCED | 25,456 | -586 | -2.3% | 0.81% | $4.4M | $169.93 |
| 2023 Q4 | ADDED | 26,042 | +394 | +1.5% | 1.03% | $5.0M | $190.55 |
| 2023 Q3 | ADDED | 25,648 | +115 | +0.5% | 1.01% | $4.4M | $169.23 |
As of 2025 Q4 — sorted by position size