Ownership history in ForthRight Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which ForthRight Wealth Management, LLC reported a position in APPLE INCORPORATED (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 | 10,263 | -333 | -3.1% | 0.80% | $2.8M | $271.61 |
| 2025 Q3 | ADDED | 10,596 | +660 | +6.6% | 0.78% | $2.7M | $254.15 |
| 2025 Q2 | ADDED | 9,936 | +25 | +0.3% | 0.64% | $2.0M | $204.55 |
| 2025 Q1 | REDUCED | 9,911 | -218 | -2.2% | 0.74% | $2.2M | $221.17 |
| 2024 Q4 | ADDED | 10,129 | +16 | +0.2% | 0.85% | $2.5M | $249.06 |
| 2024 Q3 | REDUCED | 10,113 | -209 | -2.0% | 0.78% | $2.4M | $231.48 |
| 2024 Q2 | REDUCED | 10,322 | -635 | -5.8% | 0.78% | $2.2M | $209.00 |
| 2024 Q1 | REDUCED | 10,957 | -140 | -1.3% | 0.67% | $1.9M | $169.93 |
| 2023 Q4 | ADDED | 11,097 | +67 | +0.6% | 0.83% | $2.1M | $190.55 |
| 2023 Q3 | REDUCED | 11,030 | -783 | -6.6% | 0.81% | $1.9M | $169.23 |
As of 2025 Q4 — sorted by position size