Ownership history in Clean Yield Group · 58 quarters on record
This page tracks every 13F SEC filing in which Clean Yield Group 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 | 102,038 | -1,052 | -1.0% | 7.70% | $27.7M | $271.61 |
| 2025 Q3 | ADDED | 103,090 | +442 | +0.4% | 7.42% | $26.2M | $254.15 |
| 2025 Q2 | REDUCED | 102,648 | -3,897 | -3.7% | 6.30% | $21.1M | $204.55 |
| 2025 Q1 | ADDED | 106,545 | +1,421 | +1.4% | 7.71% | $23.7M | $221.17 |
| 2024 Q4 | ADDED | 105,124 | +676 | +0.6% | 8.37% | $26.3M | $249.06 |
| 2024 Q3 | ADDED | 104,448 | +7,864 | +8.1% | 7.71% | $24.3M | $231.48 |
| 2024 Q2 | ADDED | 96,584 | +10,713 | +12.5% | 7.60% | $20.3M | $209.00 |
| 2024 Q1 | REDUCED | 85,871 | -889 | -1.0% | 5.73% | $14.7M | $169.93 |
| 2023 Q4 | REDUCED | 86,760 | -255 | -0.3% | 7.04% | $16.7M | $190.55 |
| 2023 Q3 | ADDED | 87,015 | +2,772 | +3.3% | 6.94% | $15.6M | $169.23 |
As of 2025 Q4 — sorted by position size