APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Institute for Wealth Management, LLC.'s Holding History (CIK: 0001533954)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 122,517 Value ($000) $33,308 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 124,255 Value ($000) $31,639 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 125,768 Value ($000) $25,804 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 127,676 Value ($000) $28,361 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 126,770 Value ($000) $31,746 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 127,905 Value ($000) $29,802 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 128,382 Value ($000) $27,040 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 124,906 Value ($000) $21,419 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 122,660 Value ($000) $23,616 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 125,490 Value ($000) $21,485 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 127,511 Value ($000) $24,733 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 128,426 Value ($000) $21,177 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 130,107 Value ($000) $16,905 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 134,381 Value ($000) $18,571 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 134,973 Value ($000) $18,453 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 135,955 Value ($000) $23,739 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 136,542 Value ($000) $24,246 Avg Close $154.71 Range $135.23 - $178.39
Q3 2021
Shares 137,321 Value ($000) $19,431 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 138,233 Value ($000) $18,932 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 136,505 Value ($000) $16,674 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 135,980 Value ($000) $18,043 Avg Close $117.01 Range $104.29 - $135.11
Q3 2020
Shares 135,695 Value ($000) $15,715 Avg Close $105.97 Range $86.47 - $134.09
Q2 2020
Shares 35,121 Value ($000) $12,812 Avg Close $75.09 Range $57.29 - $90.30
Q1 2020
Shares 34,133 Value ($000) $8,680 Avg Close $71.07 Range $51.42 - $79.14
Q4 2019
Shares 34,969 Value ($000) $10,269 Avg Close $62.02 Range $51.75 - $70.93
Q3 2019
Shares 35,251 Value ($000) $7,895 Avg Close $50.22 Range $46.15 - $54.47
Q2 2019
Shares 46,295 Value ($000) $9,163 Avg Close $46.62 Range $40.80 - $51.40
Q1 2019
Shares 218,386 Value ($000) $19,217 Avg Close $40.43 Range $33.75 - $47.19
Q4 2018
Shares 54,305 Value ($000) $8,566 Avg Close $46.01 Range $34.85 - $55.30
Q3 2018
Shares 54,139 Value ($000) $11,932 Avg Close $49.27 Range $43.30 - $54.40
Q2 2018
Shares 55,080 Value ($000) $10,211 Avg Close $42.75 Range $37.77 - $45.84
Q1 2018
Shares 55,185 Value ($000) $9,134 Avg Close $40.42 Range $35.33 - $43.15
Q4 2017
Shares 63,263 Value ($000) $10,729 Avg Close $39.08 Range $35.58 - $41.50
Q3 2017
Shares 58,123 Value ($000) $8,951 Avg Close $36.15 Range $33.10 - $38.49
Q2 2017
Shares 54,312 Value ($000) $7,805 Avg Close $34.31 Range $32.42 - $36.41
Q2 2013
Shares 10 Value ($000) $4 Avg Close $13.16 Range $11.72 - $14.18