Ownership history in WT Wealth Management · 24 quarters on record
This page tracks every 13F SEC filing in which WT Wealth Management 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 | 34,202 | -7,743 | -18.5% | 2.67% | $9.3M | $271.61 |
| 2025 Q3 | REDUCED | 41,945 | -2,618 | -5.9% | 3.07% | $10.7M | $254.15 |
| 2025 Q2 | ADDED | 44,563 | +3,556 | +8.7% | 2.71% | $9.1M | $204.55 |
| 2025 Q1 | REDUCED | 41,007 | -250 | -0.6% | 2.96% | $9.1M | $221.17 |
| 2024 Q4 | REDUCED | 41,257 | -5,287 | -11.4% | 3.24% | $10.3M | $249.06 |
| 2024 Q3 | ADDED | 46,544 | +7,971 | +20.7% | 2.85% | $8.0M | $231.48 |
| 2023 Q4 | ADDED | 38,573 | +4,692 | +13.8% | 2.93% | $7.4M | $190.55 |
| 2023 Q3 | ADDED | 33,881 | +4,084 | +13.7% | 2.49% | $5.8M | $169.23 |
| 2023 Q2 | REDUCED | 29,797 | -4,229 | -12.4% | 2.40% | $5.8M | $191.46 |
| 2023 Q1 | ADDED | 34,026 | +1,539 | +4.7% | 2.42% | $5.6M | $162.55 |
As of 2025 Q4 — sorted by position size