Ownership history in HoyleCohen, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | REDUCED | 598,443 | -26,483 | -4.2% | 9.53% | $126.0M | $209.00 |
| 2024 Q1 | REDUCED | 624,926 | -31,213 | -4.8% | 8.18% | $107.2M | $169.93 |
| 2023 Q4 | REDUCED | 656,139 | -5,477 | -0.8% | 10.32% | $126.3M | $190.55 |
| 2023 Q3 | REDUCED | 661,616 | -8,533 | -1.3% | 10.50% | $113.3M | $169.23 |
| 2023 Q2 | REDUCED | 670,149 | -15,941 | -2.3% | 11.47% | $130.0M | $191.46 |
| 2023 Q1 | REDUCED | 686,090 | -26,659 | -3.7% | 10.56% | $113.1M | $162.55 |
| 2022 Q4 | ADDED | 712,749 | +8,681 | +1.2% | 9.22% | $92.6M | $127.88 |
| 2022 Q3 | REDUCED | 704,068 | -2,127 | -0.3% | 10.65% | $97.3M | $135.79 |
| 2022 Q2 | ADDED | 706,195 | +4,326 | +0.6% | 10.05% | $96.6M | $134.15 |
| 2022 Q1 | REDUCED | 701,869 | -11,275 | -1.6% | 10.49% | $122.6M | $171.08 |
As of 2025 Q4 — sorted by position size