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Apple shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.3M 17k 192.53
2023-09-30 $3.1M 18k 171.21
2023-06-30 $3.3M 19k 177.30
2023-03-31 $3.1M 19k 164.90
2022-12-31 $2.4M 18k 129.93
2022-09-30 $2.5M 18k 138.21
2022-06-30 $2.5M 19k 136.71
2022-03-31 $3.3M 19k 174.61
2021-12-31 $3.1M 18k 177.59
2021-09-30 $2.5M 18k 141.49
2021-06-30 $2.5M 18k 136.96
2021-03-31 $2.2M 18k 122.13
2020-12-31 $2.2M 17k 132.66
2020-09-30 $2.0M 17k 115.83
2020-06-30 $1.6M 4.3k 364.80
2020-03-31 $1.0M 4.0k 254.26
2019-12-31 $1.2M 4.1k 293.64
2019-09-30 $954k 4.3k 224.05
2019-06-30 $822k 4.2k 197.83
2019-03-31 $734k 3.9k 190.06
2018-12-31 $643k 4.1k 157.64
2018-09-30 $944k 4.2k 225.62
2018-06-30 $817k 4.4k 185.13
2018-03-31 $685k 4.1k 167.89
2017-12-31 $703k 4.2k 169.19
2017-09-30 $642k 4.2k 154.22
2017-06-30 $636k 4.4k 144.09
2017-03-31 $650k 4.5k 143.61
2016-12-31 $543k 4.7k 115.83
2016-09-30 $553k 4.9k 113.13
2016-06-30 $483k 5.0k 95.68
2016-03-31 $594k 5.4k 109.03
2015-12-31 $582k 5.5k 105.19
2015-09-30 $633k 5.7k 110.36
2015-06-30 $626k 5.0k 125.50
2015-03-31 $621k 5.0k 124.52
2014-12-31 $544k 4.9k 110.37