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Apple shares owned by Caliber Wealth Management

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

Historical chart of Caliber Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Caliber Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 17k 171.48
2023-12-31 $3.2M 17k 192.52
2023-09-30 $2.8M 17k 171.21
2023-06-30 $3.1M 16k 193.97
2023-03-31 $2.7M 16k 164.90
2022-12-31 $2.2M 17k 129.93
2022-09-30 $2.9M 21k 138.21
2022-06-30 $2.8M 21k 136.70
2022-03-31 $3.9M 22k 174.60
2021-12-31 $3.5M 20k 173.08
2021-09-30 $2.8M 19k 146.55
2021-06-30 $2.5M 18k 136.94
2021-03-31 $2.5M 21k 122.16
2020-12-31 $2.6M 20k 132.68