Ownership history in Opes Wealth Management LLC · 30 quarters on record
This page tracks every 13F SEC filing in which Opes 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 | 70,000 | -304,434 | -81.3% | 3.10% | $19.0M | $271.61 |
| 2025 Q4 | ADDED | 374,434 | +335,534 | +862.6% | 16.60% | $101.8M | $271.61 |
| 2025 Q3 | REDUCED | 38,900 | -345,637 | -89.9% | 1.71% | $9.9M | $254.15 |
| 2025 Q3 | REDUCED | 384,537 | -38,510 | -9.1% | 16.94% | $97.9M | $254.15 |
| 2025 Q2 | ADDED | 423,047 | +9,851 | +2.4% | 15.41% | $86.8M | $204.55 |
| 2025 Q1 | REDUCED | 413,196 | -30,618 | -6.9% | 18.52% | $91.8M | $221.17 |
| 2024 Q4 | REDUCED | 443,814 | -181,868 | -29.1% | 22.79% | $111.1M | $249.06 |
| 2024 Q3 | REDUCED | 625,682 | -4,581 | -0.7% | 28.03% | $145.8M | $231.48 |
| 2024 Q2 | ADDED | 630,263 | +147,115 | +30.4% | 27.70% | $132.7M | $209.00 |
| 2024 Q1 | REDUCED | 483,148 | -2,149 | -0.4% | 19.13% | $82.9M | $169.93 |
As of 2025 Q4 — sorted by position size