Apple shares owned by Cadence Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Cadence Wealth Management
from 13F filings
Historical chart of Cadence Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Cadence Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Cadence Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $566k | 2.4k | 233.04 |
2024-06-30 | $606k | 2.9k | 210.63 |
2024-03-31 | $494k | 2.9k | 171.48 |
2023-12-31 | $554k | 2.9k | 192.51 |
2023-09-30 | $562k | 3.3k | 171.19 |
2023-06-30 | $765k | 3.9k | 193.95 |
2023-03-31 | $613k | 3.7k | 164.88 |
2022-12-31 | $483k | 3.7k | 129.91 |
2022-09-30 | $514k | 3.7k | 138.32 |
2022-06-30 | $519k | 3.8k | 136.79 |
2022-03-31 | $626k | 3.6k | 174.76 |
2021-12-31 | $618k | 3.5k | 177.54 |
2021-09-30 | $492k | 3.5k | 141.58 |
2021-06-30 | $470k | 3.4k | 136.99 |
2021-03-31 | $427k | 3.5k | 122.03 |