Ownership history in Thrive Wealth Management, LLC · 17 quarters on record
This page tracks every 13F SEC filing in which Thrive Wealth Management, LLC 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 | REDUCED | 56,389 | -1,196 | -2.1% | 2.25% | $15.3M | $271.61 |
| 2025 Q3 | ADDED | 57,585 | +1,024 | +1.8% | 2.21% | $14.7M | $254.15 |
| 2025 Q2 | ADDED | 56,561 | +725 | +1.3% | 1.87% | $11.6M | $204.55 |
| 2025 Q1 | REDUCED | 55,836 | -1,609 | -2.8% | 2.37% | $12.4M | $221.17 |
| 2024 Q4 | ADDED | 57,445 | +8,565 | +17.5% | 2.59% | $14.4M | $249.06 |
| 2024 Q3 | REDUCED | 48,880 | -661 | -1.3% | 2.09% | $11.4M | $231.48 |
| 2024 Q2 | ADDED | 49,541 | +5,872 | +13.4% | 2.04% | $10.4M | $209.00 |
| 2024 Q1 | ADDED | 43,669 | +563 | +1.3% | 1.55% | $7.5M | $169.93 |
| 2023 Q4 | REDUCED | 43,106 | -696 | -1.6% | 1.85% | $8.3M | $190.55 |
| 2023 Q3 | REDUCED | 43,802 | -735 | -1.7% | 1.99% | $7.5M | $169.23 |
As of 2025 Q4 — sorted by position size