Ownership history in Refined Wealth Management · 19 quarters on record
This page tracks every 13F SEC filing in which Refined Wealth Management 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 | 3,211 | +361 | +12.7% | 0.59% | $873K | $271.61 |
| 2025 Q3 | ADDED | 2,850 | +100 | +3.6% | 0.47% | $726K | $254.15 |
| 2025 Q2 | REDUCED | 2,750 | -219 | -7.4% | 0.39% | $564K | $204.55 |
| 2025 Q1 | REDUCED | 2,969 | -9,759 | -76.7% | 0.54% | $660K | $221.17 |
| 2024 Q4 | REDUCED | 12,728 | -57 | -0.4% | 2.43% | $3.2M | $249.06 |
| 2024 Q3 | ADDED | 12,785 | +146 | +1.2% | 2.30% | $3.0M | $231.48 |
| 2024 Q2 | ADDED | 12,639 | +384 | +3.1% | 2.05% | $2.7M | $209.00 |
| 2024 Q1 | REDUCED | 12,255 | -259 | -2.1% | 1.48% | $2.1M | $169.93 |
| 2023 Q4 | REDUCED | 12,514 | -2 | -0.0% | 1.88% | $2.4M | $190.55 |
| 2023 Q3 | REDUCED | 12,516 | -77 | -0.6% | 1.92% | $2.1M | $169.23 |
As of 2025 Q4 — sorted by position size