Apple shares owned by Burt Wealth Advisors
Historical chart of Burt Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Burt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.4M | 37k | 171.48 |
| 2023-12-31 | $5.6M | 29k | 192.53 |
| 2023-09-30 | $5.0M | 29k | 171.21 |
| 2023-06-30 | $5.8M | 30k | 193.97 |
| 2023-03-31 | $5.0M | 30k | 164.90 |
| 2022-12-31 | $3.9M | 30k | 129.92 |
| 2022-06-30 | $4.1M | 30k | 136.71 |
| 2022-03-31 | $5.2M | 30k | 174.60 |
| 2021-09-30 | $4.2M | 30k | 141.51 |
| 2021-06-30 | $4.2M | 31k | 136.97 |
| 2021-03-31 | $3.8M | 31k | 122.14 |
| 2020-12-31 | $4.4M | 33k | 132.68 |
| 2020-09-30 | $3.9M | 34k | 115.82 |
| 2020-06-30 | $3.1M | 8.4k | 364.84 |
| 2020-03-31 | $2.2M | 8.5k | 254.31 |
| 2019-12-31 | $2.5M | 8.7k | 293.69 |
| 2019-09-30 | $2.0M | 8.8k | 223.96 |
| 2019-06-30 | $1.7M | 8.5k | 197.87 |
| 2019-03-31 | $1.6M | 8.5k | 189.95 |
| 2018-12-31 | $1.3M | 8.5k | 157.78 |
| 2018-09-30 | $1.8M | 7.9k | 225.70 |
| 2018-06-30 | $1.5M | 8.0k | 185.12 |
| 2018-03-31 | $1.3M | 8.0k | 167.78 |
| 2017-12-31 | $1.3M | 8.0k | 169.28 |
| 2017-09-30 | $1.1M | 7.4k | 154.11 |
| 2017-06-30 | $1.4M | 9.5k | 143.96 |
| 2017-03-31 | $1.3M | 9.2k | 143.65 |
| 2016-12-31 | $1.1M | 9.5k | 115.85 |