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FirstPurpose Wealth LLC

SEC CIK
0001913420
Latest filing
Apr 23, 2024

AAPL holding history

Apple Inc. in every 13F filed by FirstPurpose 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 Q1 2024 holdings

Shares (Q1 2024)
7,671
Value
$1.29M
% of portfolio
0.5%
Quarters held
10
Since Q4 2021
Holdings of AAPL by FirstPurpose Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20247,671$1.29M0.5%+1,000+15.0%AddedHolders
Q4 20236,671$1.28M0.5%+1,863+38.7%AddedHolders
Q3 20234,808$823.2K0.4%−1,031−17.7%ReducedHolders
Q2 20235,839$1.13M0.5%+79+1.4%AddedHolders
Q1 20235,760$949.8K0.5%+216+3.9%AddedHolders
Q4 20225,544$720.3K0.4%+331+6.3%AddedHolders
Q3 20225,213$720.0K0.5%+672+14.8%AddedHolders
Q2 20224,541$621.0K0.4%+207+4.8%AddedHolders
Q1 20224,334$757.0K0.6%+8+0.2%AddedHolders
Q4 20214,326$768.0K0.5%–No prior filingHolders