Ownership history in Dynamic Advisor Solutions LLC · 58 quarters on record
This page tracks every 13F SEC filing in which Dynamic Advisor Solutions 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 | REDUCED | 384,747 | -68,473 | -15.1% | 3.26% | $101.5M | $271.61 |
| 2025 Q3 | ADDED | 453,220 | +10,051 | +2.3% | 3.27% | $112.5M | $254.15 |
| 2025 Q2 | ADDED | 443,169 | +431,669 | +3753.6% | 2.81% | $90.9M | $204.55 |
| 2025 Q2 | REDUCED | 11,500 | -438,588 | -97.4% | 0.00% | $84K | $204.55 |
| 2025 Q1 | ADDED | 450,088 | +438,588 | +3813.8% | 3.29% | $100.0M | $221.17 |
| 2025 Q1 | REDUCED | 11,500 | -437,749 | -97.4% | 0.00% | $13K | $221.17 |
| 2024 Q4 | ADDED | 449,249 | +431,749 | +2467.1% | 4.87% | $112.5M | $249.06 |
| 2024 Q4 | REDUCED | 17,500 | -470,530 | -96.4% | 0.00% | $12K | $249.06 |
| 2024 Q3 | ADDED | 488,030 | +3,621 | +0.7% | 3.29% | $109.7M | $231.48 |
| 2024 Q2 | ADDED | 484,409 | +11,800 | +2.5% | 3.10% | $98.4M | $209.00 |
As of 2025 Q4 — sorted by position size