Apple shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Amplius Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $14M | 59k | 233.00 |
2024-06-30 | $12M | 59k | 210.62 |
2024-03-31 | $10M | 60k | 171.48 |
2023-12-31 | $12M | 60k | 192.53 |
2023-09-30 | $9.5M | 55k | 171.21 |
2023-06-30 | $11M | 56k | 193.97 |
2023-03-31 | $10k | 61k | 0.17 |
2022-12-31 | $7.5M | 58k | 129.93 |
2022-09-30 | $7.6M | 55k | 138.19 |
2022-06-30 | $7.1M | 52k | 136.72 |
2022-03-31 | $9.4M | 54k | 174.59 |
2021-12-31 | $10M | 56k | 177.56 |