Apple shares owned by Kelman-Lazarov
Historical chart of Kelman-Lazarov investment in Apple
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Quarterly reported holdings in Apple by Kelman-Lazarov
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.1M | 16k | 192.53 |
| 2023-09-30 | $2.7M | 16k | 171.21 |
| 2023-06-30 | $3.1M | 16k | 193.97 |
| 2023-03-31 | $2.6M | 16k | 164.90 |
| 2022-12-31 | $2.2M | 17k | 129.93 |
| 2022-09-30 | $2.4M | 17k | 138.23 |
| 2022-06-30 | $2.1M | 15k | 136.70 |
| 2022-03-31 | $2.9M | 17k | 174.63 |
| 2021-12-31 | $3.0M | 17k | 177.58 |
| 2021-09-30 | $2.3M | 16k | 141.53 |
| 2021-06-30 | $2.2M | 16k | 136.94 |
| 2021-03-31 | $2.2M | 18k | 122.15 |
| 2020-12-31 | $2.4M | 18k | 132.70 |
| 2020-09-30 | $2.1M | 18k | 115.81 |
| 2020-06-30 | $1.7M | 4.6k | 364.90 |
| 2020-03-31 | $1.3M | 5.3k | 254.27 |
| 2019-12-31 | $2.0M | 6.8k | 293.66 |
| 2019-09-30 | $1.6M | 6.9k | 224.02 |
| 2019-06-30 | $1.4M | 7.1k | 197.87 |
| 2019-03-31 | $1.4M | 7.5k | 189.93 |
| 2018-12-31 | $1.4M | 8.7k | 157.77 |
| 2018-09-30 | $2.0M | 9.1k | 225.72 |
| 2018-06-30 | $1.9M | 10k | 185.09 |
| 2018-03-31 | $1.8M | 11k | 167.76 |
| 2017-12-31 | $2.0M | 12k | 169.24 |
| 2017-09-30 | $1.8M | 12k | 154.16 |
| 2017-06-30 | $1.7M | 12k | 144.03 |
| 2017-03-31 | $1.6M | 11k | 143.69 |
| 2016-12-31 | $1.4M | 12k | 115.82 |
| 2016-09-30 | $1.3M | 12k | 113.00 |
| 2016-06-30 | $1.1M | 11k | 95.89 |
| 2016-03-31 | $1.0M | 9.5k | 110.00 |