Ownership history in Towerpoint Wealth, LLC · 33 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, 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 | 14,412 | -5,812 | -28.7% | 1.55% | $3.9M | $271.61 |
| 2025 Q3 | ADDED | 20,224 | +274 | +1.4% | 2.11% | $5.1M | $254.15 |
| 2025 Q2 | ADDED | 19,950 | +193 | +1.0% | 1.81% | $4.1M | $204.55 |
| 2025 Q1 | ADDED | 19,757 | +3,670 | +22.8% | 2.18% | $4.4M | $221.17 |
| 2024 Q4 | REDUCED | 16,087 | -3,138 | -16.3% | 1.97% | $4.0M | $249.06 |
| 2024 Q3 | REDUCED | 19,225 | -701 | -3.5% | 2.12% | $4.5M | $231.48 |
| 2024 Q2 | REDUCED | 19,926 | -427 | -2.1% | 2.09% | $4.2M | $209.00 |
| 2024 Q1 | ADDED | 20,353 | +1,195 | +6.2% | 1.75% | $3.5M | $169.93 |
| 2023 Q4 | REDUCED | 19,158 | -333 | -1.7% | 2.01% | $3.7M | $190.55 |
| 2023 Q3 | REDUCED | 19,491 | -361 | -1.8% | 1.98% | $3.3M | $169.23 |
As of 2025 Q4 — sorted by position size