Ownership history in DEFINED WEALTH MANAGEMENT, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which DEFINED WEALTH MANAGEMENT, 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 | 11,865 | +299 | +2.6% | 1.86% | $3.2M | $271.61 |
| 2025 Q3 | REDUCED | 11,566 | -9 | -0.1% | 1.71% | $2.9M | $254.15 |
| 2025 Q2 | ADDED | 11,575 | +223 | +2.0% | 1.47% | $2.4M | $204.55 |
| 2025 Q1 | ADDED | 11,352 | +96 | +0.9% | 1.70% | $2.5M | $221.17 |
| 2024 Q4 | ADDED | 11,256 | +286 | +2.6% | 1.87% | $2.8M | $249.06 |
| 2024 Q3 | ADDED | 10,970 | +280 | +2.6% | 1.66% | $2.6M | $231.48 |
| 2024 Q2 | ADDED | 10,690 | +247 | +2.4% | 1.57% | $2.3M | $209.00 |
| 2024 Q1 | REDUCED | 10,443 | -36 | -0.3% | 1.29% | $1.8M | $169.93 |
| 2023 Q4 | ADDED | 10,479 | +105 | +1.0% | 1.54% | $2.0M | $190.55 |
| 2023 Q3 | ADDED | 10,374 | +382 | +3.8% | 1.51% | $1.8M | $169.23 |
As of 2025 Q4 — sorted by position size