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 csvQuarterly reported holdings in Apple by Cadence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $547k | 2.1k | 254.68 |
| 2025-06-30 | $440k | 2.1k | 205.19 |
| 2025-03-31 | $497k | 2.2k | 222.12 |
| 2024-12-31 | $723k | 2.9k | 250.39 |
| 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 |