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Apple shares owned by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Carlton, Hoffferkamp & Jenks Wealth Management from 13F filings

Historical chart of Carlton, Hoffferkamp & Jenks Wealth Management investment in Apple

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All positions including Apple held by Carlton, Hoffferkamp & Jenks Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Carlton, Hoffferkamp & Jenks Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.4M 42k 222.01
2024-06-30 $9.2M 42k 218.80
2024-03-31 $7.3M 43k 169.89
2023-12-31 $8.6M 44k 194.50
2023-09-30 $7.6M 44k 171.10
2023-06-30 $8.0M 44k 181.99
2023-03-31 $7.8M 45k 173.55
2022-12-31 $6.7M 46k 145.93
2022-09-30 $6.7M 46k 147.28
2022-06-30 $6.8M 46k 147.04
2022-03-31 $8.0M 47k 170.09
2021-12-31 $7.5M 47k 159.78
2021-09-30 $7.2M 48k 150.45
2021-06-30 $7.0M 48k 146.39
2021-03-31 $6.4M 48k 134.39
2020-12-31 $6.1M 48k 127.83
2020-09-30 $5.8M 48k 119.48
2020-06-30 $5.2M 14k 380.17
2020-03-31 $4.1M 14k 287.77
2019-12-31 $4.5M 15k 308.96
2019-09-30 $4.0M 18k 230.07
2019-06-30 $3.8M 19k 203.32
2019-03-31 $3.6M 19k 189.93
2018-12-31 $3.1M 20k 157.71
2018-09-30 $4.5M 20k 225.70
2018-06-30 $3.8M 21k 184.42
2018-03-31 $3.6M 22k 166.48
2017-12-31 $3.9M 23k 169.23
2017-09-30 $3.7M 24k 154.11
2017-06-30 $3.5M 24k 143.99
2017-03-31 $3.5M 24k 143.63
2016-12-31 $3.0M 26k 115.81
2013-09-30 $1.7M 3.6k 476.52
2013-06-30 $1.5M 3.8k 396.32

More positions owned by Carlton, Hoffferkamp & Jenks Wealth Management

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Exxon Mobil Corporation (XOM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Vanguard Index Fds Large Cap Etf (VV)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Stellar Bancorp Ord (STEL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Carlton, Hoffferkamp & Jenks Wealth Management

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