Ownership history in Plotkin Financial Advisors, LLC · 6 quarters on record
This page tracks every 13F SEC filing in which Plotkin Financial Advisors, LLC reported a position in APPLE INC COM (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 | 28,371 | -95 | -0.3% | 3.76% | $7.7M | $271.61 |
| 2025 Q3 | UNCHANGED | 28,466 | — | 0% | 3.58% | $7.2M | $254.15 |
| 2025 Q2 | REDUCED | 28,466 | -102 | -0.4% | 3.22% | $5.8M | $204.55 |
| 2025 Q1 | REDUCED | 28,568 | -122 | -0.4% | 3.90% | $6.3M | $221.17 |
As of 2025 Q4 — sorted by position size