Ownership history in PDS Planning, Inc · 33 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc 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 | 130,608 | +6,914 | +5.6% | 2.37% | $35.5M | $271.61 |
| 2025 Q3 | ADDED | 123,694 | +2,193 | +1.8% | 2.18% | $31.5M | $254.15 |
| 2025 Q2 | ADDED | 121,501 | +13,850 | +12.9% | 1.86% | $24.9M | $204.55 |
| 2025 Q1 | ADDED | 107,651 | +7,004 | +7.0% | 2.02% | $23.9M | $221.17 |
| 2024 Q4 | ADDED | 100,647 | +1,045 | +1.0% | 2.24% | $25.2M | $249.06 |
| 2024 Q3 | ADDED | 99,602 | +1,543 | +1.6% | 2.08% | $23.2M | $231.48 |
| 2024 Q2 | ADDED | 98,059 | +6,055 | +6.6% | 2.08% | $20.7M | $209.00 |
| 2024 Q1 | ADDED | 92,004 | +138 | +0.2% | 1.66% | $15.8M | $169.93 |
| 2023 Q4 | ADDED | 91,866 | +2,754 | +3.1% | 2.01% | $17.7M | $190.55 |
| 2023 Q3 | ADDED | 89,112 | +654 | +0.7% | 1.97% | $15.3M | $169.23 |
As of 2025 Q4 — sorted by position size