Ownership history in CHARTIST INC /CA/ · 17 quarters on record
This page tracks every 13F SEC filing in which CHARTIST INC /CA/ reported a position in APPLE INC Com (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 | 1,018 | -8 | -0.8% | 0.19% | $277K | $271.61 |
| 2025 Q3 | REDUCED | 1,026 | -23 | -2.2% | 0.18% | $261K | $254.15 |
| 2024 Q4 | REDUCED | 1,049 | -18 | -1.7% | 0.14% | $263K | $249.06 |
| 2024 Q3 | REDUCED | 1,067 | -9 | -0.8% | 0.13% | $249K | $231.48 |
| 2024 Q2 | ADDED | 1,076 | +7 | +0.7% | 0.12% | $227K | $209.00 |
| 2023 Q4 | ADDED | 1,069 | +2 | +0.2% | 0.11% | $206K | $190.55 |
| 2023 Q2 | REDUCED | 1,067 | -1,023 | -48.9% | 0.11% | $207K | $191.46 |
| 2022 Q1 | REDUCED | 2,090 | -10 | -0.5% | 0.17% | $365K | $171.08 |
| 2021 Q4 | REDUCED | 2,100 | -39 | -1.8% | 0.16% | $373K | $173.76 |
| 2021 Q3 | ADDED | 2,139 | +1 | +0.0% | 0.14% | $303K | $138.26 |
As of 2025 Q4 — sorted by position size