Ownership history in Nicholas Wealth, LLC. · 10 quarters on record
This page tracks every 13F SEC filing in which Nicholas 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 | REDUCED | 11,436 | -3,358 | -22.7% | 2.08% | $3.1M | $271.61 |
| 2025 Q3 | ADDED | 14,794 | +890 | +6.4% | 1.57% | $3.8M | $254.15 |
| 2025 Q2 | ADDED | 13,904 | +544 | +4.1% | 1.39% | $2.9M | $204.55 |
| 2025 Q1 | REDUCED | 13,360 | -1,602 | -10.7% | 1.72% | $3.0M | $221.17 |
| 2024 Q4 | ADDED | 14,962 | +532 | +3.7% | 1.88% | $3.5M | $249.06 |
| 2024 Q3 | ADDED | 14,430 | +352 | +2.5% | 2.08% | $3.4M | $231.48 |
| 2024 Q2 | ADDED | 14,078 | +998 | +7.6% | 2.08% | $3.0M | $209.00 |
| 2024 Q1 | REDUCED | 13,080 | -4,356 | -25.0% | 1.69% | $2.2M | $169.93 |
| 2023 Q4 | ADDED | 17,436 | +6,033 | +52.9% | 2.76% | $3.2M | $190.55 |
| 2023 Q3 | INITIATED | 11,403 | — | — | 1.79% | $2.0M | — |
As of 2025 Q4 — sorted by position size