Ownership history in Marks Wealth, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Marks Wealth, 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 | 50,988 | +38,301 | +301.9% | 4.64% | $13.9M | $271.61 |
| 2022 Q2 | REDUCED | 12,687 | -237 | -1.8% | 2.04% | $1.7M | $134.15 |
| 2022 Q1 | REDUCED | 12,924 | -48 | -0.4% | 0.69% | $2.3M | $171.08 |
| 2021 Q4 | REDUCED | 12,972 | -330 | -2.5% | 0.72% | $2.3M | $173.76 |
| 2021 Q3 | REDUCED | 13,302 | -219 | -1.6% | 0.61% | $1.9M | $138.26 |
| 2021 Q2 | REDUCED | 13,521 | -252 | -1.8% | 0.63% | $1.9M | $133.63 |
| 2021 Q1 | REDUCED | 13,773 | -2,596 | -15.9% | 0.55% | $1.7M | $118.97 |
| 2020 Q4 | INITIATED | 16,369 | — | — | 0.75% | $2.2M | $129.05 |
As of 2025 Q4 — sorted by position size