Adams Wealth Management »

Apple shares owned by Adams Wealth Management

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

Historical chart of Adams Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Adams Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.9M 12k 232.99
2024-06-30 $2.8M 13k 210.61
2024-03-31 $2.5M 15k 171.48
2023-12-31 $2.8M 15k 192.52
2023-09-30 $2.5M 15k 171.21
2023-06-30 $1.5M 7.8k 193.97
2023-03-31 $1.3M 7.9k 164.90
2022-12-31 $1.0M 7.9k 129.93
2022-09-30 $1.1M 7.9k 138.17
2022-06-30 $1.1M 8.0k 136.76
2022-03-31 $1.4M 7.8k 174.58
2021-12-31 $1.7M 9.8k 177.54
2021-09-30 $1.7M 12k 141.47
2021-06-30 $1.4M 10k 136.97
2021-03-31 $1.3M 10k 122.16
2020-12-31 $1.4M 10k 132.65
2020-09-30 $1.3M 12k 115.80
2020-06-30 $1.1M 3.0k 364.69
2020-03-31 $1.4M 5.7k 254.26
2019-12-31 $1.9M 6.5k 293.65