Ownership history in PRIVATE CLIENT SERVICES, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which PRIVATE CLIENT SERVICES, 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 | 20,061 | -1,470 | -6.8% | 1.70% | $5.5M | $271.61 |
| 2025 Q3 | REDUCED | 21,531 | -549 | -2.5% | 1.83% | $5.5M | $254.15 |
| 2025 Q2 | ADDED | 22,080 | +8,272 | +59.9% | 1.76% | $4.5M | $204.55 |
| 2025 Q1 | REDUCED | 13,808 | -2,856 | -17.1% | 1.52% | $3.1M | $221.17 |
| 2024 Q4 | ADDED | 16,664 | +19 | +0.1% | 2.24% | $4.2M | $249.06 |
| 2024 Q3 | REDUCED | 16,645 | -5,423 | -24.6% | 2.09% | $3.9M | $231.48 |
| 2024 Q2 | REDUCED | 22,068 | -183 | -0.8% | 2.92% | $4.6M | $209.00 |
| 2024 Q1 | ADDED | 22,251 | +4,297 | +23.9% | 2.56% | $3.8M | $169.93 |
| 2023 Q4 | INITIATED | 17,954 | — | — | 2.84% | $3.5M | — |
As of 2025 Q4 — sorted by position size