Ownership history in Keystone Wealth Services, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Keystone Wealth Services, 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 | ADDED | 79,774 | +5,406 | +7.3% | 4.57% | $21.7M | $271.61 |
| 2025 Q3 | ADDED | 74,368 | +515 | +0.7% | 4.13% | $18.9M | $254.15 |
| 2025 Q2 | ADDED | 73,853 | +4,098 | +5.9% | 3.65% | $15.2M | $204.55 |
| 2025 Q1 | REDUCED | 69,755 | -4,491 | -6.0% | 4.20% | $15.5M | $221.17 |
| 2024 Q4 | REDUCED | 74,246 | -341 | -0.5% | 4.92% | $18.6M | $249.06 |
| 2024 Q3 | ADDED | 74,587 | +3,449 | +4.8% | 4.81% | $17.4M | $231.48 |
| 2024 Q2 | ADDED | 71,138 | +1,039 | +1.5% | 4.66% | $15.0M | $209.00 |
| 2024 Q1 | REDUCED | 70,099 | -5,947 | -7.8% | 3.91% | $12.0M | $169.93 |
| 2023 Q4 | REDUCED | 76,046 | -2,029 | -2.6% | 5.02% | $14.6M | $190.55 |
| 2023 Q3 | ADDED | 78,075 | +1,700 | +2.2% | 5.08% | $13.4M | $169.23 |
As of 2025 Q4 — sorted by position size