Apple shares owned by BerganKDV Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by BerganKDV Wealth Management
from 13F filings
Historical chart of BerganKDV Wealth Management investment in Apple
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Quarterly reported holdings in Apple by BerganKDV Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $27M | 141k | 193.97 |
| 2023-03-31 | $24M | 145k | 164.90 |
| 2022-12-31 | $19M | 145k | 129.93 |
| 2022-09-30 | $20M | 145k | 138.20 |
| 2022-06-30 | $20M | 144k | 136.72 |
| 2022-03-31 | $23M | 129k | 174.61 |
| 2021-12-31 | $23M | 129k | 177.57 |
| 2021-09-30 | $18M | 130k | 141.50 |
| 2021-06-30 | $7.2M | 53k | 136.97 |
| 2021-03-31 | $6.3M | 52k | 122.15 |
| 2020-12-31 | $7.0M | 53k | 132.69 |
| 2020-09-30 | $6.2M | 53k | 115.81 |
| 2020-06-30 | $5.0M | 14k | 364.84 |
| 2020-03-31 | $3.4M | 14k | 254.31 |
| 2019-12-31 | $3.8M | 13k | 293.68 |
| 2019-09-30 | $2.7M | 12k | 223.97 |
| 2019-06-30 | $2.7M | 14k | 197.92 |
| 2019-03-31 | $2.8M | 15k | 189.94 |
| 2018-12-31 | $2.1M | 14k | 157.75 |
| 2018-09-30 | $2.6M | 12k | 225.75 |
| 2018-06-30 | $2.1M | 11k | 185.09 |
| 2018-03-31 | $1.5M | 8.8k | 167.77 |
| 2017-12-31 | $1.4M | 8.3k | 169.26 |
| 2017-09-30 | $1.4M | 9.1k | 154.17 |
| 2017-06-30 | $809k | 5.6k | 144.10 |
| 2017-03-31 | $804k | 5.6k | 143.73 |
| 2016-12-31 | $578k | 5.0k | 115.76 |
| 2016-09-30 | $398k | 3.5k | 113.07 |
| 2016-06-30 | $289k | 3.0k | 95.57 |
| 2016-03-31 | $353k | 3.2k | 109.02 |
More positions owned by BerganKDV Wealth Management
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