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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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Archetype Wealth Partners

Quarter filed Position value Share count Share price at filing
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