Ownership history in REDW Wealth LLC · 37 quarters on record
This page tracks every 13F SEC filing in which REDW 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) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 13,504 | +200 | +1.5% | 1.40% | $3.7M | $271.61 |
| 2025 Q3 | REDUCED | 13,304 | -786 | -5.6% | 1.28% | $3.4M | $254.15 |
| 2025 Q2 | ADDED | 14,090 | +172 | +1.2% | 1.15% | $2.9M | $204.55 |
| 2025 Q1 | REDUCED | 13,918 | -2,514 | -15.3% | 1.15% | $3.1M | $221.17 |
| 2024 Q4 | REDUCED | 16,432 | -36,406 | -68.9% | 1.43% | $4.1M | $249.06 |
| 2024 Q3 | REDUCED | 52,838 | -839 | -1.6% | 3.15% | $12.3M | $231.48 |
| 2024 Q2 | REDUCED | 53,677 | -3 | -0.0% | 2.96% | $11.3M | $209.00 |
| 2024 Q1 | REDUCED | 53,680 | -1,658 | -3.0% | 2.48% | $9.2M | $169.93 |
| 2023 Q4 | REDUCED | 55,338 | -1,775 | -3.1% | 3.05% | $10.7M | $190.55 |
| 2023 Q3 | REDUCED | 57,113 | -1,421 | -2.4% | 3.01% | $9.8M | $169.23 |
As of 2025 Q4 — sorted by position size