Ownership history in Selective Wealth Management, Inc. · 27 quarters on record
This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. 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 | 28,918 | +2,826 | +10.8% | 2.33% | $7.5M | $271.61 |
| 2025 Q3 | ADDED | 26,092 | +527 | +2.1% | 2.15% | $6.7M | $254.15 |
| 2025 Q2 | REDUCED | 25,565 | -3,016 | -10.6% | 1.97% | $5.4M | $204.55 |
| 2025 Q1 | REDUCED | 28,581 | -111 | -0.4% | 2.46% | $5.7M | $221.17 |
| 2024 Q4 | ADDED | 28,692 | +303 | +1.1% | 2.72% | $6.7M | $249.06 |
| 2024 Q3 | ADDED | 28,389 | +6,385 | +29.0% | 2.66% | $6.4M | $231.48 |
| 2024 Q2 | REDUCED | 22,004 | -745 | -3.3% | 2.22% | $5.0M | $209.00 |
| 2024 Q1 | ADDED | 22,749 | +76 | +0.3% | 1.66% | $3.8M | $169.93 |
| 2023 Q4 | REDUCED | 22,673 | -1,923 | -7.8% | 2.08% | $4.1M | $190.55 |
| 2023 Q3 | REDUCED | 24,596 | -877 | -3.4% | 2.35% | $4.3M | $169.23 |
As of 2025 Q4 — sorted by position size