Ownership history in ENZI WEALTH · 14 quarters on record
This page tracks every 13F SEC filing in which ENZI WEALTH 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 | 14,321 | -35 | -0.2% | 1.31% | $3.7M | $271.61 |
| 2025 Q3 | REDUCED | 14,356 | -600 | -4.0% | 1.25% | $3.6M | $254.15 |
| 2025 Q2 | ADDED | 14,956 | +25 | +0.2% | 1.16% | $3.2M | $204.55 |
| 2025 Q1 | REDUCED | 14,931 | -519 | -3.4% | 1.26% | $3.1M | $221.17 |
As of 2025 Q4 — sorted by position size