Ownership history in Peninsula Wealth, LLC · 28 quarters on record
This page tracks every 13F SEC filing in which Peninsula 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) |
|---|---|---|---|---|---|---|---|
| 2024 Q4 | ADDED | 52,830 | +817 | +1.6% | 2.26% | $13.2M | $249.06 |
| 2024 Q3 | ADDED | 52,013 | +765 | +1.5% | 2.11% | $12.1M | $231.48 |
| 2024 Q2 | ADDED | 51,248 | +21,154 | +70.3% | 2.21% | $11.8M | $209.00 |
| 2024 Q1 | REDUCED | 30,094 | -30,217 | -50.1% | 1.51% | $5.2M | $169.93 |
| 2023 Q4 | REDUCED | 60,311 | -952 | -1.6% | 2.40% | $11.6M | $190.55 |
| 2023 Q3 | REDUCED | 61,263 | -2,392 | -3.8% | 2.48% | $10.6M | $169.23 |
| 2023 Q2 | ADDED | 63,655 | +527 | +0.8% | 3.23% | $12.3M | $191.46 |
| 2023 Q1 | ADDED | 63,128 | +520 | +0.8% | 3.00% | $10.4M | $162.55 |
| 2022 Q4 | ADDED | 62,608 | +161 | +0.3% | 2.56% | $8.1M | $127.88 |
| 2022 Q3 | REDUCED | 62,447 | -8,534 | -12.0% | 3.05% | $8.6M | $135.79 |
As of 2025 Q4 — sorted by position size