Apple shares owned by Archetype Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Archetype Wealth Partners
from 13F filings
Historical chart of Archetype Wealth Partners investment in Apple
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Quarterly reported holdings in Apple by Archetype Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 15k | 232.99 |
| 2024-06-30 | $3.2M | 15k | 210.65 |
| 2024-03-31 | $2.6M | 15k | 171.47 |
| 2023-12-31 | $2.8M | 15k | 192.50 |
| 2023-09-30 | $2.6M | 15k | 171.22 |
| 2023-06-30 | $2.9M | 15k | 193.94 |
| 2023-03-31 | $2.4M | 15k | 164.92 |
| 2022-12-31 | $2.3M | 18k | 129.91 |
| 2022-09-30 | $1.9M | 14k | 138.18 |
| 2022-06-30 | $2.0M | 15k | 136.72 |
| 2022-03-31 | $2.4M | 14k | 174.64 |
| 2021-12-31 | $2.3M | 13k | 177.60 |
| 2021-09-30 | $1.9M | 13k | 141.50 |
| 2021-06-30 | $1.8M | 13k | 136.98 |
| 2021-03-31 | $1.5M | 12k | 122.15 |
| 2020-12-31 | $1.7M | 13k | 132.72 |
| 2020-09-30 | $1.4M | 12k | 115.78 |
| 2020-06-30 | $1.7M | 4.7k | 364.86 |
| 2019-12-31 | $604k | 2.1k | 293.49 |
| 2019-09-30 | $503k | 2.2k | 224.05 |
| 2019-06-30 | $472k | 2.4k | 197.90 |
| 2019-03-31 | $381k | 2.0k | 190.02 |
| 2018-12-31 | $316k | 2.0k | 157.61 |