Ownership history in Avion Wealth · 26 quarters on record
This page tracks every 13F SEC filing in which Avion Wealth 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 | ADDED | 18,976 | +667 | +3.6% | 1.08% | $5.2M | $271.61 |
| 2025 Q3 | REDUCED | 18,309 | -529 | -2.8% | 1.00% | $4.7M | $254.15 |
| 2025 Q2 | ADDED | 18,838 | +2,404 | +14.6% | 1.07% | $4.2M | $204.55 |
| 2025 Q1 | ADDED | 16,434 | +42 | +0.3% | 1.06% | $4.1M | $221.17 |
As of 2025 Q4 — sorted by position size