Ownership history in Winch Advisory Services, LLC · 48 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, 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 | 108,792 | -3,318 | -3.0% | 6.54% | $29.6M | $271.61 |
| 2025 Q3 | REDUCED | 112,110 | -853 | -0.8% | 6.42% | $28.5M | $254.15 |
| 2025 Q2 | REDUCED | 112,963 | -2,542 | -2.2% | 5.66% | $23.2M | $204.55 |
| 2025 Q1 | REDUCED | 115,505 | -3,438 | -2.9% | 6.78% | $25.7M | $221.17 |
| 2024 Q4 | REDUCED | 118,943 | -2,517 | -2.1% | 7.75% | $29.8M | $249.06 |
| 2024 Q3 | REDUCED | 121,460 | -3,004 | -2.4% | 7.83% | $28.3M | $231.48 |
| 2024 Q2 | REDUCED | 124,464 | -2,043 | -1.6% | 7.50% | $26.2M | $209.00 |
| 2024 Q1 | REDUCED | 126,507 | -1,557 | -1.2% | 6.63% | $21.7M | $169.93 |
| 2023 Q4 | REDUCED | 128,064 | -2,224 | -1.7% | 8.18% | $24.7M | $190.55 |
| 2023 Q3 | REDUCED | 130,288 | -4,475 | -3.3% | 8.18% | $22.3M | $169.23 |
As of 2025 Q4 — sorted by position size