Ownership history in Beta Wealth Group, Inc. · 21 quarters on record
This page tracks every 13F SEC filing in which Beta Wealth Group, Inc. 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 | 19,187 | -1,700 | -8.1% | 2.10% | $5.2M | $271.61 |
| 2025 Q3 | REDUCED | 20,887 | -989 | -4.5% | 2.10% | $5.3M | $254.15 |
| 2025 Q2 | ADDED | 21,876 | +2,374 | +12.2% | 1.64% | $4.5M | $204.55 |
| 2025 Q1 | REDUCED | 19,502 | -670 | -3.3% | 1.56% | $4.3M | $221.17 |
| 2024 Q4 | REDUCED | 20,172 | -582 | -2.8% | 2.23% | $5.1M | $249.06 |
| 2024 Q3 | REDUCED | 20,754 | -1,086 | -5.0% | 2.18% | $4.8M | $231.48 |
| 2024 Q2 | REDUCED | 21,840 | -4,689 | -17.7% | 2.18% | $4.6M | $209.00 |
| 2024 Q1 | ADDED | 26,529 | +1,185 | +4.7% | 2.21% | $4.5M | $169.93 |
| 2023 Q4 | REDUCED | 25,344 | -3,085 | -10.9% | 2.56% | $4.9M | $190.55 |
| 2023 Q3 | REDUCED | 28,429 | -226 | -0.8% | 2.88% | $4.9M | $169.23 |
As of 2025 Q4 — sorted by position size