Apple shares owned by West Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by West Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by West Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $2.2M | 13k | 171.48 |
2023-12-31 | $2.4M | 13k | 192.52 |
2023-09-30 | $2.2M | 13k | 171.21 |
2023-06-30 | $2.5M | 13k | 193.98 |
2023-03-31 | $2.3M | 14k | 164.90 |
2022-12-31 | $1.7M | 13k | 129.93 |
2022-09-30 | $2.1M | 15k | 138.21 |
2022-06-30 | $2.1M | 15k | 136.72 |
2022-03-31 | $2.7M | 15k | 174.59 |
2021-12-31 | $2.7M | 15k | 177.60 |
2021-09-30 | $2.2M | 15k | 141.48 |
2021-06-30 | $2.1M | 15k | 136.99 |
2021-03-31 | $1.9M | 15k | 122.15 |
2020-12-31 | $2.0M | 15k | 132.68 |