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Apple shares owned by Insight Wealth Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Insight Wealth Partners from 13F filings

Historical chart of Insight Wealth Partners investment in Apple

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All positions including Apple held by Insight Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Insight Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.6M 9.4k 171.49
2023-09-30 $1.2M 7.0k 171.22
2023-06-30 $1.3M 6.8k 193.97
2023-03-31 $917k 5.6k 164.89
2022-12-31 $662k 5.1k 129.93
2022-09-30 $673k 4.9k 138.16
2022-06-30 $667k 4.9k 136.79
2022-03-31 $1.1M 6.1k 174.65
2021-12-31 $1.2M 6.6k 177.62
2021-09-30 $610k 4.3k 141.53
2021-06-30 $594k 4.3k 137.02
2021-03-31 $601k 4.9k 122.08
2020-12-31 $913k 6.9k 132.72
2020-09-30 $788k 6.8k 115.81
2020-06-30 $398k 1.1k 364.47
2020-03-31 $233k 915 254.64
2019-12-31 $269k 915 293.99