SEC 13F Intelligence

Provence Wealth Management Group / AAPL

Provence Wealth Management Group’s Apple Inc Position

Does Provence Wealth Management Group own Apple Inc (AAPL)? Yes — 37.1K shares worth $7M (+3.84% of its 13F portfolio) as of Q4 2023, up from 32.3K shares the prior filed quarter.

Position Value
$7M
Q4 2023
Shares
37.1K
% of Portfolio
+3.84%
Quarters Held
8
currently held

Position History AAPL

Reported value by quarter
Q1 ’22: $3MQ1 ’22Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ3 ’22Q4 ’22: $5MQ4 ’22Q1 ’23: $7MQ1 ’23Q2 ’23: $8MQ2 ’23Q3 ’23: $6MQ3 ’23Q4 ’23: $7MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202337.1K$7M+3.84%
Q3 202332.3K$6M+3.39%
Q2 202342.3K$8M+4.81%
Q1 202343.4K$7M+4.77%
Q4 202237.4K$5M+3.97%
Q3 202216.0K$2M+2.88%
Q2 202215.9K$2M+2.85%
Q1 202216.5K$3M+3.29%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Provence Wealth Management Group’s full portfolio or all institutional holders of AAPL.