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Apple shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $14M 88k 164.96
2023-12-31 $16M 85k 185.55
2023-09-30 $16M 88k 177.12
2023-06-30 $16M 82k 190.64
2023-03-31 $9.7M 60k 161.98
2022-12-31 $7.3M 56k 130.68
2022-09-30 $7.2M 43k 166.18
2022-06-30 $6.4M 45k 142.16
2022-03-31 $8.2M 47k 174.60
2021-12-31 $5.5M 30k 182.47
2021-09-30 $4.6M 30k 157.01
2021-06-30 $6.8M 50k 136.96