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Apple shares owned by Allen Wealth Management

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

Historical chart of Allen Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Allen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 11k 233.00
2024-06-30 $2.2M 10k 210.62
2024-03-31 $1.8M 10k 171.48