Apple shares owned by Carolina Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Carolina Wealth Advisors
from 13F filings
Historical chart of Carolina Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Carolina Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.5k | 254.63 |
| 2025-06-30 | $1.2M | 5.9k | 205.17 |
| 2025-03-31 | $1.1M | 4.9k | 222.13 |
| 2024-12-31 | $516k | 2.1k | 250.42 |
| 2024-09-30 | $813k | 3.5k | 233.00 |
| 2024-06-30 | $725k | 3.4k | 210.64 |
| 2024-03-31 | $603k | 3.5k | 171.49 |
| 2023-12-31 | $677k | 3.5k | 192.58 |
| 2023-09-30 | $602k | 3.5k | 171.24 |
| 2023-06-30 | $704k | 3.6k | 193.99 |
| 2023-03-31 | $604k | 3.7k | 164.91 |
| 2022-12-31 | $506k | 3.9k | 129.94 |
| 2022-09-30 | $540k | 3.9k | 138.14 |
| 2022-06-30 | $536k | 3.9k | 136.70 |
| 2022-03-31 | $680k | 3.9k | 174.54 |
| 2021-12-31 | $694k | 3.9k | 177.68 |
| 2021-09-30 | $553k | 3.9k | 141.58 |
| 2021-06-30 | $510k | 3.7k | 137.06 |
| 2021-03-31 | $463k | 3.8k | 122.07 |
| 2020-12-31 | $478k | 3.6k | 132.56 |
| 2020-09-30 | $399k | 3.4k | 115.72 |
| 2020-06-30 | $297k | 815 | 364.42 |
| 2020-03-31 | $207k | 813 | 254.61 |
| 2019-12-31 | $229k | 780 | 293.59 |