Apple shares owned by Capital Advisors
Historical chart of Capital Advisors investment in Apple
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All positions including Apple held by Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.3M | 40k | 233.00 |
| 2024-06-30 | $8.3M | 39k | 210.62 |
| 2024-03-31 | $6.6M | 39k | 171.47 |
| 2023-12-31 | $7.3M | 38k | 192.52 |
| 2023-09-30 | $7.0M | 41k | 171.20 |
| 2023-06-30 | $8.0M | 42k | 193.98 |
| 2023-03-31 | $5.4M | 33k | 164.90 |
| 2022-12-31 | $4.0M | 39k | 102.87 |
| 2022-09-30 | $4.6M | 33k | 138.20 |
| 2022-06-30 | $4.5M | 33k | 136.73 |
| 2022-03-31 | $5.7M | 33k | 174.61 |
| 2021-12-31 | $6.1M | 34k | 177.56 |
| 2021-09-30 | $4.4M | 31k | 141.51 |
| 2021-06-30 | $4.1M | 30k | 136.96 |
| 2021-03-31 | $3.5M | 28k | 122.17 |
| 2020-12-31 | $3.6M | 27k | 132.70 |
| 2020-09-30 | $3.2M | 27k | 115.80 |
| 2020-06-30 | $2.5M | 6.9k | 364.86 |
| 2020-03-31 | $1.8M | 7.0k | 254.32 |
| 2019-12-31 | $2.1M | 7.1k | 293.58 |
| 2019-09-30 | $1.5M | 6.8k | 223.92 |
| 2019-06-30 | $1.4M | 7.0k | 197.89 |
| 2019-03-31 | $1.3M | 7.1k | 189.92 |
| 2018-12-31 | $1.1M | 7.1k | 157.79 |
| 2018-09-30 | $1.6M | 7.0k | 225.76 |
| 2018-06-30 | $1.2M | 6.3k | 185.14 |
| 2018-03-31 | $1.1M | 6.3k | 167.78 |
| 2017-12-31 | $1.1M | 6.3k | 169.27 |
| 2017-09-30 | $977k | 6.3k | 154.13 |
| 2017-06-30 | $917k | 6.4k | 143.96 |
| 2017-03-31 | $855k | 6.0k | 143.70 |
| 2016-12-31 | $698k | 6.0k | 115.91 |
| 2016-09-30 | $266k | 2.4k | 113.00 |
| 2016-06-30 | $200k | 2.1k | 95.79 |
| 2016-03-31 | $216k | 2.0k | 109.04 |
| 2015-12-31 | $230k | 2.2k | 105.46 |
| 2015-09-30 | $241k | 2.2k | 110.50 |
| 2015-06-30 | $307k | 2.4k | 125.56 |
| 2015-03-31 | $304k | 2.4k | 124.34 |
| 2014-12-31 | $270k | 2.4k | 110.43 |
| 2014-09-30 | $246k | 2.4k | 100.65 |
| 2014-06-30 | $284k | 3.1k | 92.93 |
| 2014-03-31 | $253k | 471 | 537.15 |
| 2013-12-31 | $297k | 529 | 561.44 |