AAPL AAPL

Ownership history in Prentice Wealth Management LLC  ·  17 quarters on record

This page tracks every 13F SEC filing in which Prentice Wealth Management LLC reported a position in AAPL (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.

Peak position
1.55% (2024 Q4)
Avg. % of fund
0.87%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 20,641 +595 +3.0% 1.28% $5.6M $271.61
2025 Q3 ADDED 20,046 +210 +1.1% 1.26% $5.1M $254.15
2025 Q2 REDUCED 19,836 -52 -0.3% 1.07% $4.1M $204.55
2025 Q1 REDUCED 19,888 -1,562 -7.3% 1.28% $4.4M $221.17
2024 Q4 ADDED 21,450 +9,802 +84.2% 1.55% $5.4M $249.06
2024 Q3 REDUCED 11,648 -201 -1.7% 0.81% $2.7M $231.48
2024 Q2 REDUCED 11,849 -2,992 -20.2% 0.81% $2.5M $209.00
2024 Q1 ADDED 14,841 +1,240 +9.1% 0.88% $2.5M $169.93
2023 Q4 ADDED 13,601 +2,519 +22.7% 1.02% $2.6M $190.55
2023 Q3 ADDED 11,082 +28 +0.3% 0.86% $1.9M $169.23
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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