AAPL APPLE INC

Ownership history in Signify Wealth  ·  17 quarters on record

This page tracks every 13F SEC filing in which Signify Wealth 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.

Peak position
7.2% (2023 Q4)
Avg. % of fund
3.52%
First filed
2020 Q4
Last filed
2024 Q4
Quarters held
17
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q4 REDUCED 19,849 -126 -0.6% 5.61% $5.0M $249.06
2024 Q3 REDUCED 19,975 -3,345 -14.3% 5.70% $4.7M $231.48
2024 Q2 ADDED 23,320 +167 +0.7% 7.07% $4.9M $209.00
2024 Q1 REDUCED 23,153 -1,660 -6.7% 6.58% $4.0M $169.93
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
← Back to Signify Wealth Holdings