Ownership history in CATALYST PRIVATE WEALTH, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which CATALYST PRIVATE 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 | 12,517 | +409 | +3.4% | 1.49% | $3.4M | $271.61 |
| 2025 Q3 | ADDED | 12,108 | +430 | +3.7% | 1.35% | $3.1M | $254.15 |
| 2025 Q2 | REDUCED | 11,678 | -629 | -5.1% | 1.07% | $2.4M | $204.55 |
| 2025 Q1 | ADDED | 12,307 | +78 | +0.6% | 1.33% | $2.7M | $221.17 |
| 2024 Q4 | REDUCED | 12,229 | -476 | -3.7% | 1.36% | $3.1M | $249.06 |
| 2024 Q3 | REDUCED | 12,705 | -14 | -0.1% | 1.45% | $3.0M | $231.48 |
| 2024 Q2 | REDUCED | 12,719 | -250 | -1.9% | 1.42% | $2.7M | $209.00 |
| 2024 Q1 | REDUCED | 12,969 | -46 | -0.4% | 1.16% | $2.2M | $169.93 |
| 2023 Q4 | REDUCED | 13,015 | -1,129 | -8.0% | 1.18% | $2.5M | $190.55 |
| 2023 Q3 | REDUCED | 14,144 | -1,025 | -6.8% | 1.43% | $2.4M | $169.23 |
As of 2025 Q4 — sorted by position size