Ownership history in Wealthquest Corp · 30 quarters on record
This page tracks every 13F SEC filing in which Wealthquest Corp 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 | ADDED | 57,286 | +8,044 | +16.3% | 1.18% | $15.6M | $271.61 |
| 2025 Q3 | ADDED | 49,242 | +1,607 | +3.4% | 1.00% | $12.5M | $254.15 |
| 2025 Q2 | REDUCED | 47,635 | -1,576 | -3.2% | 0.77% | $9.8M | $204.55 |
| 2024 Q4 | REDUCED | 49,211 | -521 | -1.0% | 1.00% | $12.3M | $249.06 |
| 2024 Q3 | ADDED | 49,732 | +457 | +0.9% | 0.99% | $11.3M | $231.48 |
| 2024 Q2 | REDUCED | 49,275 | -19 | -0.0% | 1.11% | $10.4M | $209.00 |
| 2024 Q1 | REDUCED | 49,294 | -1,760 | -3.4% | 0.91% | $8.5M | $169.93 |
| 2023 Q4 | ADDED | 51,054 | +887 | +1.8% | 1.09% | $9.8M | $190.55 |
| 2023 Q3 | ADDED | 50,167 | +1,891 | +3.9% | 1.05% | $8.6M | $169.23 |
| 2023 Q2 | ADDED | 48,276 | +2 | +0.0% | 1.12% | $9.4M | $191.46 |
As of 2025 Q4 — sorted by position size