Position
Sharp Wealth Advisory, LLC in Apple Inc.
Back to the book · All holders of AAPL
Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.
Latest estimated mark −$111.2K$271.87 → $253.80
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 6.15K | $1.67M | — | — | — | 0.8% |
| Q1 2026 | 8.26K | $2.1M | $253.80 | −$111.2K | $535.5K | 1.0% |