Apple shares owned by Efficient Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Efficient Wealth Management
from 13F filings
Historical chart of Efficient Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Efficient Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Efficient Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.2M | 13k | 171.50 |
2023-12-31 | $2.6M | 14k | 192.54 |
2023-09-30 | $2.6M | 15k | 171.16 |
2023-06-30 | $2.9M | 15k | 193.96 |
2023-03-31 | $1.9M | 15k | 129.92 |
2022-12-31 | $1.9M | 14k | 138.14 |
2022-09-30 | $1.9M | 14k | 138.22 |
2022-06-30 | $1.8M | 13k | 136.72 |
2022-03-31 | $2.2M | 13k | 174.64 |
2021-12-31 | $2.4M | 14k | 177.61 |
2021-09-30 | $2.0M | 14k | 141.53 |
2021-06-30 | $1.9M | 14k | 136.98 |
2021-03-31 | $1.6M | 13k | 122.17 |
2020-12-31 | $2.0M | 15k | 132.70 |
2020-09-30 | $1.4M | 12k | 115.78 |
2020-06-30 | $974k | 2.7k | 364.79 |
2020-03-31 | $641k | 2.5k | 254.47 |
2019-12-31 | $935k | 3.2k | 293.66 |
2019-09-30 | $737k | 3.3k | 224.01 |
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