Apple shares owned by Bernzott Capital Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Bernzott Capital Advisors
from 13F filings
Historical chart of Bernzott Capital Advisors investment in Apple
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Quarterly reported holdings in Apple by Bernzott Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $327k | 1.3k | 250.42 |
| 2018-06-30 | $220k | 1.2k | 184.87 |
| 2017-12-31 | $201k | 1.2k | 168.91 |
| 2016-03-31 | $244k | 2.2k | 108.93 |
| 2015-12-31 | $523k | 5.0k | 105.23 |
| 2015-09-30 | $548k | 5.0k | 110.26 |
| 2015-06-30 | $623k | 5.0k | 125.35 |
| 2015-03-31 | $618k | 5.0k | 124.35 |
| 2014-12-31 | $609k | 5.5k | 110.41 |
| 2014-09-30 | $554k | 5.5k | 100.82 |
| 2014-06-30 | $511k | 5.5k | 92.99 |
| 2014-03-31 | $290k | 540 | 537.04 |
| 2013-12-31 | $281k | 500 | 562.00 |