Ownership history in MINDSET WEALTH MANAGEMENT, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which MINDSET WEALTH MANAGEMENT, 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 | REDUCED | 219,183 | -584 | -0.3% | 15.62% | $59.6M | $271.61 |
| 2025 Q3 | REDUCED | 219,767 | -1,004 | -0.5% | 15.25% | $56.0M | $254.15 |
| 2025 Q2 | REDUCED | 220,771 | -156 | -0.1% | 14.83% | $45.3M | $204.55 |
| 2025 Q1 | REDUCED | 220,927 | -24,739 | -10.1% | 19.10% | $49.1M | $221.17 |
| 2024 Q4 | ADDED | 245,666 | +18,765 | +8.3% | 22.49% | $61.5M | $249.06 |
| 2024 Q3 | INITIATED | 226,901 | — | — | 21.84% | $52.9M | $231.48 |
As of 2025 Q4 — sorted by position size