Apple shares owned by Compass Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Compass Wealth Management
from 13F filings
Historical chart of Compass Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Compass Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Compass Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.3M | 14k | 171.48 |
2023-12-31 | $1.9M | 10k | 192.53 |
2023-09-30 | $1.7M | 10k | 171.21 |
2023-06-30 | $2.2M | 11k | 193.97 |
2023-03-31 | $1.9M | 11k | 164.90 |
2022-12-31 | $1.5M | 12k | 129.93 |