Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, 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 | ADDED | 107,220 | +30,427 | +39.6% | 1.03% | $29.1M | $271.61 |
| 2025 Q3 | ADDED | 76,793 | +15,177 | +24.6% | 0.97% | $19.6M | $254.15 |
| 2025 Q2 | ADDED | 61,616 | +992 | +1.6% | 0.78% | $12.6M | $204.55 |
| 2025 Q1 | REDUCED | 60,624 | -1,326 | -2.1% | 0.88% | $13.5M | $221.17 |
| 2024 Q4 | REDUCED | 61,950 | -672 | -1.1% | 1.04% | $15.5M | $249.06 |
| 2024 Q3 | ADDED | 62,622 | +7,603 | +13.8% | 0.99% | $14.6M | $231.48 |
| 2024 Q2 | REDUCED | 55,019 | -8,447 | -13.3% | 0.95% | $11.6M | $209.00 |
| 2024 Q1 | ADDED | 63,466 | +1,766 | +2.9% | 0.80% | $10.9M | $169.93 |
| 2023 Q4 | ADDED | 61,700 | +3,225 | +5.5% | 0.93% | $11.9M | $190.55 |
| 2023 Q3 | REDUCED | 58,475 | -10,568 | -15.3% | 0.92% | $10.0M | $169.23 |
As of 2025 Q4 — sorted by position size