AAPL APPLE INC

Ownership history in Well Done, LLC  ·  38 quarters on record

This page tracks every 13F SEC filing in which Well Done, 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.

Peak position
1.28% (2024 Q2)
Avg. % of fund
0.7%
First filed
2016 Q3
Last filed
2025 Q4
Quarters held
38
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 27,219 +5,281 +24.1% 1.11% $7.4M $271.61
2025 Q3 REDUCED 21,938 -290 -1.3% 0.95% $5.6M $254.15
2025 Q2 REDUCED 22,228 -2,981 -11.8% 0.86% $4.6M $204.55
2025 Q1 REDUCED 25,209 -455 -1.8% 1.14% $6.3M $221.17
2024 Q4 UNCHANGED 25,664 0% 1.09% $6.0M $249.06
2024 Q3 REDUCED 25,664 -3,504 -12.0% 1.09% $6.0M $231.48
2024 Q2 ADDED 29,168 +177 +0.6% 1.28% $6.1M $209.00
2024 Q1 ADDED 28,991 +1,630 +6.0% 0.98% $5.0M $169.93
2023 Q4 REDUCED 27,361 -617 -2.2% 1.03% $5.3M $190.55
2023 Q3 ADDED 27,978 +1,586 +6.0% 1.06% $4.8M $169.23
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    AAPL price (monthly, adj. close)
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