Ownership history in BALANCED WEALTH GROUP LLC · 9 quarters on record
This page tracks every 13F SEC filing in which BALANCED WEALTH GROUP LLC 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 | 62,356 | -302 | -0.5% | 5.83% | $15.9M | $271.61 |
| 2025 Q3 | ADDED | 62,658 | +273 | +0.4% | 5.72% | $13.0M | $254.15 |
| 2025 Q2 | REDUCED | 62,385 | -248 | -0.4% | 5.62% | $12.9M | $204.55 |
| 2025 Q1 | REDUCED | 62,633 | -39 | -0.1% | 6.72% | $13.9M | $221.17 |
| 2024 Q4 | UNCHANGED | 62,672 | — | 0% | 6.64% | $14.8M | $249.06 |
| 2024 Q3 | REDUCED | 62,672 | -35 | -0.1% | 6.46% | $14.6M | $231.48 |
| 2024 Q2 | REDUCED | 62,707 | -1,752 | -2.7% | 6.18% | $13.6M | $209.00 |
| 2024 Q1 | ADDED | 64,459 | +861 | +1.4% | 5.30% | $11.9M | $169.93 |
| 2023 Q4 | INITIATED | 63,598 | — | — | 6.36% | $12.2M | — |
As of 2025 Q4 — sorted by position size