Ownership history in Echo Wealth Management, LLC · 22 quarters on record
This page tracks every 13F SEC filing in which Echo 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 | REDUCED | 10,753 | -586 | -5.2% | 1.71% | $2.9M | $271.61 |
| 2025 Q3 | REDUCED | 11,339 | -12,558 | -52.6% | 1.69% | $2.9M | $254.15 |
| 2025 Q2 | REDUCED | 23,897 | -5,490 | -18.7% | 3.00% | $4.9M | $204.55 |
| 2025 Q1 | REDUCED | 29,387 | -2,565 | -8.0% | 4.41% | $6.5M | $221.17 |
| 2024 Q4 | REDUCED | 31,952 | -201 | -0.6% | 5.53% | $8.0M | $249.06 |
| 2024 Q3 | ADDED | 32,153 | +2,968 | +10.2% | 5.16% | $7.4M | $231.48 |
| 2024 Q2 | ADDED | 29,185 | +11,550 | +65.5% | 4.63% | $6.1M | $209.00 |
| 2024 Q1 | ADDED | 17,635 | +5,865 | +49.8% | 2.51% | $3.0M | $169.93 |
| 2023 Q4 | REDUCED | 11,770 | -835 | -6.6% | 2.04% | $2.2M | $190.55 |
| 2023 Q3 | REDUCED | 12,605 | -900 | -6.7% | 2.32% | $2.2M | $169.23 |
As of 2025 Q4 — sorted by position size