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Apple shares owned by 4J Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by 4J Wealth Management from 13F filings

Historical chart of 4J Wealth Management investment in Apple

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All positions including Apple held by 4J Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by 4J Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.8M 17k 233.00
2024-06-30 $3.5M 17k 210.62
2024-03-31 $2.8M 17k 171.48
2023-12-31 $3.3M 17k 192.53
2023-09-30 $3.0M 17k 171.21
2023-06-30 $3.4M 17k 193.97
2023-03-31 $3.4M 21k 164.90
2022-12-31 $2.7M 21k 129.93
2022-09-30 $1.6M 11k 138.19
2022-06-30 $1.6M 12k 136.76
2022-03-31 $2.1M 12k 174.62
2021-12-31 $2.2M 12k 177.53
2021-09-30 $1.8M 12k 141.46
2021-06-30 $1.6M 12k 136.93
2021-03-31 $1.5M 12k 122.14
2020-12-31 $1.6M 12k 132.64