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Peninsula Wealth, LLC

SEC CIK
0001600052
Latest filing
Feb 13, 2025

AAPL holding history

Apple Inc. in every 13F filed by Peninsula Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q4 2024 holdings

Shares (Q4 2024)
52,830
Value
$13.2M
% of portfolio
2.3%
Quarters held
16
Since Q1 2021
Holdings of AAPL by Peninsula Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202452,830$13.2M2.3%+817+1.6%AddedHolders
Q3 202452,013$12.1M2.1%+765+1.5%AddedHolders
Q2 202451,248$11.8M2.2%+261+0.5%AddedHolders
Q1 202450,987$8.74M1.7%−9,324−15.5%ReducedHolders
Q4 202360,311$11.6M2.4%−952−1.6%ReducedHolders
Q3 202361,263$10.6M2.5%−2,392−3.8%ReducedHolders
Q2 202363,655$12.3M3.2%+527+0.8%AddedHolders
Q1 202363,128$10.4M3.0%+520+0.8%AddedHolders
Q4 202262,608$8.13M2.6%+161+0.3%AddedHolders
Q3 202262,447$8.63M3.0%−8,534−12.0%ReducedHolders
Q2 202270,981$9.71M3.3%−1,148−1.6%ReducedHolders
Q1 202272,129$12.6M3.6%+7,914+12.3%AddedHolders
Q4 202164,215$11.4M3.1%+716+1.1%AddedHolders
Q3 202163,499$8.98M2.9%+3,516+5.9%AddedHolders
Q2 202159,983$8.21M2.7%+2,193+3.8%AddedHolders
Q1 202157,790$7.06M2.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.