Apple shares owned by Cassaday & Co Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Cassaday & Co Wealth Management
from 13F filings
Historical chart of Cassaday & Co Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Cassaday & Co Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Cassaday & Co Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $53M | 207k | 254.63 |
| 2025-06-30 | $42M | 204k | 205.17 |
| 2025-03-31 | $43M | 192k | 222.13 |
| 2024-12-31 | $48M | 190k | 250.42 |
| 2024-09-30 | $44M | 190k | 233.00 |
| 2024-06-30 | $41M | 196k | 210.62 |
| 2024-03-31 | $32M | 188k | 171.48 |
| 2023-12-31 | $37M | 194k | 192.49 |
| 2023-09-30 | $33M | 194k | 171.21 |
| 2023-06-30 | $39M | 201k | 193.80 |
| 2023-03-31 | $34M | 206k | 164.90 |
| 2022-12-31 | $27M | 208k | 129.93 |
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