Apple shares owned by Acorn Wealth Advisors
Historical chart of Acorn Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Acorn Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.9M | 18k | 210.62 |
| 2024-03-31 | $3.1M | 18k | 171.48 |
| 2023-12-31 | $3.4M | 18k | 192.53 |
| 2023-09-30 | $3.1M | 18k | 171.21 |
| 2023-06-30 | $3.6M | 19k | 193.97 |
| 2023-03-31 | $3.0M | 19k | 164.90 |
| 2022-12-31 | $2.4M | 18k | 129.94 |
| 2022-09-30 | $2.4M | 18k | 138.18 |
| 2022-06-30 | $2.4M | 17k | 136.71 |
| 2022-03-31 | $2.9M | 17k | 174.58 |
| 2021-12-31 | $3.0M | 17k | 177.54 |
| 2021-09-30 | $2.4M | 17k | 141.52 |
| 2021-06-30 | $2.4M | 18k | 136.96 |
| 2021-03-31 | $2.2M | 18k | 122.17 |
| 2020-12-31 | $2.3M | 18k | 132.68 |
| 2020-09-30 | $2.4M | 21k | 115.82 |
| 2020-06-30 | $2.0M | 5.5k | 364.79 |
| 2020-03-31 | $1.3M | 5.1k | 253.60 |
| 2019-12-31 | $1.4M | 4.7k | 300.19 |
| 2019-09-30 | $1.6M | 6.1k | 264.46 |
| 2019-06-30 | $1.3M | 6.2k | 208.71 |
| 2019-03-31 | $1.3M | 6.4k | 198.91 |
| 2018-12-31 | $1.0M | 6.8k | 152.69 |
| 2018-09-30 | $1.5M | 7.1k | 218.69 |
| 2018-06-30 | $1.4M | 7.3k | 187.12 |
| 2018-03-31 | $1.2M | 7.4k | 165.74 |
| 2017-12-31 | $1.3M | 7.7k | 174.87 |