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Apple shares owned by Berry Wealth Group

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

Historical chart of Berry Wealth Group investment in Apple

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

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Quarterly reported holdings in Apple by Berry Wealth Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5M 41k 233.00
2024-06-30 $8.5M 40k 210.62
2024-03-31 $6.7M 39k 171.48
2023-12-31 $7.1M 37k 192.53