Apple shares owned by 4J Wealth Management
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 |
|---|---|---|---|
| 2025-09-30 | $4.4M | 17k | 254.63 |
| 2025-06-30 | $3.4M | 17k | 205.17 |
| 2025-03-31 | $3.7M | 17k | 222.13 |
| 2024-12-31 | $4.1M | 16k | 250.42 |
| 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 |