Ownership history in SHEETS SMITH WEALTH MANAGEMENT · 72 quarters on record
This page tracks every 13F SEC filing in which SHEETS SMITH WEALTH MANAGEMENT reported a position in Apple Computer Inc Common (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 | 51,236 | +3,834 | +8.1% | 1.53% | $13.9M | $271.61 |
| 2025 Q3 | REDUCED | 47,402 | -1,629 | -3.3% | 1.37% | $12.1M | $254.15 |
| 2025 Q2 | REDUCED | 49,031 | -577 | -1.2% | 1.18% | $10.1M | $204.55 |
| 2025 Q1 | REDUCED | 49,608 | -7,431 | -13.0% | 1.37% | $11.0M | $221.17 |
| 2024 Q4 | ADDED | 57,039 | +3,765 | +7.1% | 1.74% | $14.3M | $249.06 |
| 2024 Q3 | REDUCED | 53,274 | -11,688 | -18.0% | 1.52% | $12.4M | $231.48 |
| 2024 Q2 | REDUCED | 64,962 | -146 | -0.2% | 1.64% | $13.7M | $209.00 |
| 2024 Q1 | REDUCED | 65,108 | -28,534 | -30.5% | 1.25% | $11.2M | $169.93 |
| 2023 Q4 | ADDED | 93,642 | +17,364 | +22.8% | 1.79% | $12.6M | $190.55 |
| 2023 Q3 | REDUCED | 76,278 | -2,451 | -3.1% | 1.99% | $13.1M | $169.23 |
As of 2025 Q4 — sorted by position size