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.
| 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 |
| 2023 Q4 | REDUCED | 24,813 | -1,311 | -5.0% | 7.20% | $4.8M | $190.55 |
| 2023 Q3 | REDUCED | 26,124 | -364 | -1.4% | 6.02% | $4.5M | $169.23 |
| 2023 Q2 | ADDED | 26,488 | +4,028 | +17.9% | 4.43% | $5.1M | $191.46 |
| 2023 Q1 | REDUCED | 22,460 | -266 | -1.2% | 3.27% | $3.7M | $162.55 |
| 2022 Q4 | REDUCED | 22,726 | -605 | -2.6% | 2.58% | $3.0M | $127.88 |
| 2022 Q3 | ADDED | 23,331 | +7,047 | +43.3% | 3.43% | $3.2M | $135.79 |
As of 2025 Q4 — sorted by position size