Apple shares owned by Capstone Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Capstone Financial Advisors
from 13F filings
Historical chart of Capstone Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Capstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Capstone Financial Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $37M | 159k | 233.00 |
2024-06-30 | $34M | 160k | 210.62 |
2024-03-31 | $28M | 165k | 171.48 |
2023-09-30 | $29M | 168k | 171.21 |
2023-06-30 | $32M | 162k | 193.97 |
2023-03-31 | $28M | 167k | 164.90 |
2022-12-31 | $22M | 169k | 129.93 |
2022-09-30 | $24M | 172k | 138.20 |
2022-06-30 | $24M | 173k | 136.72 |
2022-03-31 | $30M | 174k | 174.61 |
2021-12-31 | $31M | 176k | 177.57 |
2021-09-30 | $25M | 176k | 141.50 |
2021-06-30 | $25M | 180k | 136.96 |
2021-03-31 | $22M | 180k | 122.15 |
2020-12-31 | $24M | 183k | 132.69 |
2020-09-30 | $21M | 185k | 115.81 |
2020-06-30 | $17M | 46k | 364.80 |
2020-03-31 | $12M | 45k | 254.29 |
2019-12-31 | $14M | 49k | 293.65 |
2019-09-30 | $11M | 50k | 223.97 |
2019-06-30 | $10M | 50k | 197.93 |
2019-03-31 | $9.7M | 51k | 189.94 |
2018-12-31 | $8.0M | 51k | 157.74 |
2018-09-30 | $12M | 52k | 225.75 |
2018-06-30 | $9.6M | 52k | 185.12 |
2018-03-31 | $9.0M | 54k | 167.77 |
2017-12-31 | $9.3M | 55k | 169.23 |
2017-09-30 | $8.6M | 56k | 154.11 |
2017-06-30 | $8.1M | 56k | 144.03 |
2017-03-31 | $7.9M | 55k | 143.65 |
2016-12-31 | $6.5M | 56k | 115.82 |
2016-09-30 | $6.2M | 55k | 113.05 |
2016-06-30 | $5.3M | 56k | 95.60 |
2016-03-31 | $6.2M | 57k | 108.99 |
2015-12-31 | $7.0M | 67k | 105.26 |
2015-09-30 | $7.5M | 68k | 110.29 |
2015-06-30 | $9.8M | 78k | 125.43 |
2015-03-31 | $9.9M | 79k | 124.43 |
2014-12-31 | $8.6M | 78k | 110.38 |
2014-09-30 | $7.9M | 78k | 100.75 |
2014-06-30 | $7.1M | 77k | 92.93 |
2014-03-31 | $5.9M | 11k | 536.77 |
2013-12-31 | $6.5M | 12k | 561.01 |
More positions owned by Capstone Financial Advisors
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