Apple shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Apple
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Quarterly reported holdings in Apple by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $26M | 150k | 171.48 |
| 2023-12-31 | $28M | 144k | 192.53 |
| 2023-09-30 | $24M | 140k | 171.21 |
| 2023-06-30 | $27M | 139k | 193.97 |
| 2023-03-31 | $23M | 138k | 164.90 |
| 2022-12-31 | $18M | 136k | 129.93 |
| 2022-09-30 | $19M | 135k | 138.19 |
| 2022-03-31 | $28M | 161k | 174.60 |
| 2021-12-31 | $29M | 161k | 177.57 |
More positions owned by Confluence Wealth Services
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