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Apple shares owned by Baystate Wealth Management

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

Historical chart of Baystate Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Baystate Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 69k 192.53
2023-09-30 $12M 67k 171.21
2023-06-30 $47M 240k 193.97
2023-03-31 $11M 64k 164.90
2022-12-31 $9.0M 70k 129.94
2022-09-30 $10M 75k 138.20
2022-06-30 $11M 80k 136.73
2022-03-31 $13M 76k 174.62
2021-12-31 $13M 75k 177.57
2021-09-30 $12M 83k 141.50
2021-06-30 $11M 77k 136.97
2021-03-31 $9.3M 76k 122.15
2020-12-31 $11M 83k 132.70
2020-09-30 $10M 87k 115.81
2020-06-30 $8.1M 22k 364.79
2020-03-31 $5.4M 21k 254.28
2019-12-31 $6.1M 21k 293.66
2019-09-30 $4.4M 20k 223.97
2019-06-30 $4.0M 20k 201.51
2019-03-31 $4.2M 20k 207.15
2018-12-31 $3.1M 20k 156.82
2018-09-30 $4.4M 20k 216.39
2018-06-30 $3.4M 18k 187.89
2018-03-31 $3.0M 18k 165.21
2017-12-31 $3.5M 20k 176.98
2017-09-30 $3.0M 19k 155.86
2017-06-30 $1.2M 10k 111.11
2017-03-31 $1.2M 8.4k 141.74
2016-12-31 $843k 7.3k 116.07
2016-09-30 $848k 7.5k 113.07
2016-06-30 $645k 6.7k 95.65
2016-03-31 $738k 6.8k 108.93
2015-12-31 $417k 4.0k 105.22
2015-09-30 $470k 4.3k 110.25
2015-06-30 $522k 4.2k 125.33
2015-03-31 $468k 3.8k 124.43
2014-12-31 $411k 3.7k 110.51
2014-09-30 $382k 3.8k 100.76
2014-06-30 $272k 2.9k 92.99
2013-06-30 $82k 208 394.23
2012-12-31 $125k 234 534.19