Ownership history in Bison Wealth, LLC · 44 quarters on record
This page tracks every 13F SEC filing in which Bison 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | REDUCED | 67,541 | -25,006 | -27.0% | 3.73% | $16.9M | $249.06 |
| 2024 Q3 | REDUCED | 92,547 | -79,316 | -46.2% | 3.43% | $21.6M | $231.48 |
| 2024 Q2 | UNCHANGED | 171,863 | — | 0% | 4.79% | $29.5M | $209.00 |
| 2024 Q1 | ADDED | 171,863 | +199 | +0.1% | 4.79% | $29.5M | $169.93 |
| 2023 Q4 | ADDED | 171,664 | +3,367 | +2.0% | 5.85% | $33.1M | $190.55 |
| 2023 Q3 | REDUCED | 168,297 | -5,842 | -3.4% | 5.59% | $28.8M | $169.23 |
| 2023 Q2 | ADDED | 174,139 | +72,889 | +72.0% | 6.27% | $33.8M | $191.46 |
| 2023 Q1 | REDUCED | 101,250 | -1,872 | -1.8% | 5.46% | $17.6M | $162.55 |
| 2022 Q4 | REDUCED | 103,122 | -5,641 | -5.2% | 4.71% | $14.7M | $127.88 |
| 2022 Q3 | ADDED | 108,763 | +108,463 | +36154.3% | 5.90% | $15.0M | $135.79 |
As of 2025 Q4 — sorted by position size