Apple shares owned by Avitas Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Avitas Wealth Management
from 13F filings
Historical chart of Avitas Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Avitas Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $33M | 193k | 171.48 |
| 2023-12-31 | $38M | 196k | 192.53 |
| 2023-09-30 | $34M | 196k | 171.21 |
| 2023-06-30 | $39M | 201k | 193.97 |
| 2023-03-31 | $34M | 203k | 164.90 |
| 2022-12-31 | $27M | 205k | 129.93 |
| 2022-09-30 | $23M | 165k | 138.20 |
| 2022-06-30 | $26M | 187k | 136.72 |
| 2022-03-31 | $37M | 210k | 174.61 |
| 2021-12-31 | $27M | 152k | 177.57 |
| 2021-09-30 | $21M | 149k | 141.50 |
| 2021-06-30 | $20M | 149k | 136.96 |
| 2021-03-31 | $20M | 165k | 122.15 |
| 2020-12-31 | $21M | 157k | 132.69 |
| 2020-09-30 | $18M | 153k | 115.81 |
| 2020-06-30 | $14M | 38k | 364.79 |
| 2020-03-31 | $9.8M | 39k | 254.28 |
| 2019-12-31 | $10M | 35k | 293.64 |
| 2019-09-30 | $7.9M | 35k | 223.96 |
| 2019-06-30 | $6.9M | 35k | 197.92 |
| 2019-03-31 | $6.6M | 35k | 189.96 |
| 2018-12-31 | $4.1M | 26k | 157.74 |
| 2018-09-30 | $6.2M | 27k | 225.75 |
| 2018-06-30 | $4.3M | 23k | 185.09 |