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Apple shares owned by Act Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Act Wealth Management from 13F filings

Historical chart of Act Wealth Management investment in Apple

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All positions including Apple held by Act Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Act Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.0M 29k 171.48
2023-12-31 $5.8M 30k 192.53
2023-09-30 $5.2M 30k 171.21
2023-06-30 $6.3M 33k 193.97
2023-03-31 $5.4M 33k 164.90
2022-12-31 $4.3M 34k 129.93
2022-09-30 $4.6M 33k 138.20
2022-06-30 $5.2M 38k 136.73
2022-03-31 $6.0M 35k 174.62
2021-12-31 $6.2M 35k 177.57
2021-09-30 $4.8M 35k 136.97
2021-06-30 $4.8M 35k 136.97
2021-03-31 $4.4M 36k 122.14
2020-12-31 $4.1M 31k 132.69