Apple shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Carolina Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $603k | 3.5k | 171.49 |
| 2023-12-31 | $677k | 3.5k | 192.58 |
| 2023-09-30 | $602k | 3.5k | 171.24 |
| 2023-06-30 | $704k | 3.6k | 193.99 |
| 2023-03-31 | $604k | 3.7k | 164.91 |
| 2022-12-31 | $506k | 3.9k | 129.94 |
| 2022-09-30 | $540k | 3.9k | 138.14 |
| 2022-06-30 | $536k | 3.9k | 136.70 |
| 2022-03-31 | $680k | 3.9k | 174.54 |
| 2021-12-31 | $694k | 3.9k | 177.68 |
| 2021-09-30 | $553k | 3.9k | 141.58 |
| 2021-06-30 | $510k | 3.7k | 137.06 |
| 2021-03-31 | $463k | 3.8k | 122.07 |
| 2020-12-31 | $478k | 3.6k | 132.56 |
| 2020-09-30 | $399k | 3.4k | 115.72 |
| 2020-06-30 | $297k | 815 | 364.42 |
| 2020-03-31 | $207k | 813 | 254.61 |
| 2019-12-31 | $229k | 780 | 293.59 |