Ownership history in Yoder Wealth Management, Inc. · 12 quarters on record
This page tracks every 13F SEC filing in which Yoder Wealth Management, Inc. 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 | 46,868 | -1,477 | -3.1% | 5.80% | $12.7M | $271.61 |
| 2025 Q3 | ADDED | 48,345 | +36 | +0.1% | 5.82% | $12.3M | $254.15 |
| 2025 Q2 | ADDED | 48,309 | +341 | +0.7% | 5.17% | $9.9M | $204.55 |
| 2025 Q1 | REDUCED | 47,968 | -661 | -1.4% | 6.00% | $10.7M | $221.17 |
| 2024 Q4 | REDUCED | 48,629 | -591 | -1.2% | 6.73% | $12.2M | $249.06 |
| 2024 Q3 | REDUCED | 49,220 | -4,735 | -8.8% | 6.89% | $11.5M | $231.48 |
| 2024 Q2 | REDUCED | 53,955 | -1,626 | -2.9% | 7.36% | $11.4M | $209.00 |
| 2024 Q1 | REDUCED | 55,581 | -760 | -1.3% | 6.22% | $9.5M | $169.93 |
| 2023 Q4 | REDUCED | 56,341 | -1,836 | -3.2% | 7.65% | $10.8M | $190.55 |
| 2023 Q3 | REDUCED | 58,177 | -1,476 | -2.5% | 8.22% | $10.0M | $169.23 |
As of 2025 Q4 — sorted by position size