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Apple shares owned by SVA Plumb Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by SVA Plumb Wealth Management from 13F filings

Historical chart of SVA Plumb Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by SVA Plumb Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by SVA Plumb Wealth Management

Quarter filed Position value Share count Share price at filing
2020-12-31 $44M 334k 132.69
2020-09-30 $41M 357k 115.81
2020-06-30 $33M 91k 364.80
2020-03-31 $23M 92k 254.28
2019-12-31 $27M 93k 293.65
2019-09-30 $21M 93k 223.97
2019-06-30 $19M 94k 197.92
2019-03-31 $20M 106k 189.95
2018-12-31 $17M 106k 157.74
2018-09-30 $24M 107k 225.74
2018-06-30 $20M 109k 185.11
2018-03-31 $17M 112k 154.12
2017-12-31 $19M 110k 169.23
2017-09-30 $17M 112k 154.12
2017-06-30 $16M 111k 144.02
2017-03-31 $16M 109k 143.66
2016-12-31 $13M 112k 115.82
2016-09-30 $13M 113k 113.05
2016-06-30 $11M 110k 95.60
2016-03-31 $12M 110k 108.99
2015-12-31 $12M 109k 105.26
2015-09-30 $12M 107k 110.30
2015-06-30 $13M 104k 125.43
2015-03-31 $13M 101k 124.43
2014-12-31 $3.4M 31k 110.37
2014-09-30 $2.7M 27k 100.76
2014-06-30 $2.5M 27k 92.94
2014-03-31 $2.0M 3.7k 536.62
2013-12-31 $1.9M 3.4k 560.93