Apple shares owned by Bell & Brown Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Bell & Brown Wealth Advisors
from 13F filings
Historical chart of Bell & Brown Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Bell & Brown Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $10M | 60k | 171.48 |
| 2023-12-31 | $12M | 63k | 192.53 |
| 2023-06-30 | $12M | 64k | 193.97 |
| 2023-03-31 | $10M | 63k | 164.90 |
| 2022-12-31 | $8.0M | 62k | 129.93 |
| 2022-09-30 | $8.5M | 62k | 138.20 |
| 2022-06-30 | $8.9M | 65k | 136.72 |
| 2022-03-31 | $12M | 68k | 174.61 |
| 2021-12-31 | $13M | 72k | 175.67 |
| 2021-09-30 | $9.6M | 68k | 141.49 |
| 2020-09-30 | $9.7M | 83k | 117.14 |
| 2020-06-30 | $9.6M | 22k | 437.46 |
| 2020-03-31 | $7.4M | 24k | 311.99 |
| 2019-12-31 | $8.1M | 26k | 313.91 |
| 2019-09-30 | $6.2M | 27k | 224.53 |
| 2019-06-30 | $5.6M | 28k | 197.91 |
| 2019-03-31 | $5.3M | 28k | 189.96 |
| 2018-12-31 | $11M | 70k | 157.73 |
| 2018-09-30 | $5.6M | 26k | 218.84 |
| 2018-06-30 | $5.0M | 27k | 185.10 |
| 2018-03-31 | $4.2M | 25k | 167.03 |
| 2017-12-31 | $4.4M | 26k | 169.22 |
More positions owned by Bell & Brown Wealth Advisors
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