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Apple shares owned by Capital Advisors Wealth Management

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

Historical chart of Capital Advisors Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Capital Advisors Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $12M 51k 233.00
2024-06-30 $11M 52k 210.62
2024-03-31 $7.9M 46k 171.48
2023-12-31 $9.2M 48k 192.53
2023-09-30 $8.0M 47k 171.21
2023-06-30 $8.9M 46k 193.97
2023-03-31 $7.5M 46k 164.90
2022-12-31 $5.8M 45k 129.93
2022-09-30 $6.2M 45k 138.19
2022-06-30 $6.2M 45k 136.72
2022-03-31 $7.2M 41k 174.61
2021-12-31 $7.3M 41k 177.57
2021-09-30 $5.0M 36k 141.49
2021-06-30 $4.8M 35k 136.95
2021-03-31 $4.2M 35k 122.15