Ownership history in FINANCIAL CONSULATE, INC · 36 quarters on record
This page tracks every 13F SEC filing in which FINANCIAL CONSULATE, INC 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 | 78,098 | -526 | -0.7% | 2.90% | $21.2M | $271.61 |
| 2025 Q3 | REDUCED | 78,624 | -4,214 | -5.1% | 2.83% | $20.0M | $254.15 |
| 2023 Q1 | REDUCED | 82,838 | -500 | -0.6% | 4.77% | $13.7M | $162.55 |
| 2022 Q4 | REDUCED | 83,338 | -128 | -0.2% | 3.78% | $10.8M | $127.88 |
| 2022 Q3 | REDUCED | 83,466 | -24 | -0.0% | 4.87% | $11.5M | $135.79 |
| 2022 Q2 | REDUCED | 83,490 | -794 | -0.9% | 5.35% | $11.4M | $134.15 |
| 2022 Q1 | REDUCED | 84,284 | -1,608 | -1.9% | 5.65% | $14.7M | $171.08 |
| 2021 Q4 | ADDED | 85,892 | +306 | +0.4% | 5.29% | $15.3M | $173.76 |
| 2021 Q3 | ADDED | 85,586 | +1,965 | +2.3% | 4.39% | $12.1M | $138.26 |
| 2021 Q2 | REDUCED | 83,621 | -1,020 | -1.2% | 4.13% | $11.5M | $133.63 |
As of 2025 Q4 — sorted by position size