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Apple shares owned by United Asset Strategies

Quarter-by-quarter ownership of Apple (AAPL) shares owned by United Asset Strategies from 13F filings

Historical chart of United Asset Strategies investment in Apple

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All positions including Apple held by United Asset Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by United Asset Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $26M 151k 171.48
2023-12-31 $30M 156k 192.53
2023-09-30 $25M 146k 171.21
2023-06-30 $28M 146k 193.97
2023-03-31 $24M 146k 164.90
2022-12-31 $19M 146k 129.93
2022-09-30 $20M 143k 138.20
2022-06-30 $19M 142k 136.72
2022-03-31 $24M 138k 174.61
2021-12-31 $23M 128k 177.57
2021-09-30 $18M 126k 141.50
2021-06-30 $17M 127k 136.96
2021-03-31 $15M 125k 122.15
2020-12-31 $16M 121k 132.69
2020-09-30 $14M 119k 115.81
2020-06-30 $12M 34k 364.82
2020-03-31 $8.4M 33k 254.28
2019-12-31 $14M 47k 293.64
2019-09-30 $11M 51k 223.96
2019-06-30 $9.4M 48k 197.91
2019-03-31 $9.3M 49k 189.94
2018-12-31 $7.7M 49k 157.73
2018-09-30 $11M 47k 225.75
2018-06-30 $8.7M 47k 185.10
2018-03-31 $8.0M 48k 167.78
2017-12-31 $8.0M 48k 169.23
2017-09-30 $7.0M 45k 154.11
2017-06-30 $7.8M 54k 144.02
2017-03-31 $12M 84k 143.66
2016-12-31 $14M 118k 115.82
2016-09-30 $9.6M 85k 113.04
2016-06-30 $8.0M 83k 95.60
2016-03-31 $7.5M 69k 109.00
2015-12-31 $1.7M 17k 105.24
2015-09-30 $3.4M 31k 109.93
2015-06-30 $3.6M 29k 125.42
2015-03-31 $3.5M 28k 125.16
2014-12-31 $3.0M 27k 110.38
2014-09-30 $2.7M 27k 100.74
2014-06-30 $2.5M 26k 92.93
2014-03-31 $1.9M 3.6k 536.62
2013-12-31 $354k 632 560.13
2013-09-30 $305k 639 477.31
2013-06-30 $2.3M 5.7k 396.43
2013-03-31 $2.9M 6.5k 442.73
2012-12-31 $2.6M 4.8k 532.12