Apple shares owned by Cassady Schiller Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Cassady Schiller Wealth Management
from 13F filings
Historical chart of Cassady Schiller Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Cassady Schiller Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Cassady Schiller Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $4.7M | 22k | 210.62 |
| 2024-03-31 | $3.9M | 23k | 171.48 |
| 2023-12-31 | $4.4M | 23k | 192.63 |
| 2023-09-30 | $3.9M | 23k | 171.21 |
| 2023-06-30 | $4.5M | 23k | 193.97 |
| 2023-03-31 | $3.9M | 23k | 164.90 |
| 2022-12-31 | $3.1M | 24k | 129.93 |
| 2022-09-30 | $3.7M | 27k | 138.19 |
| 2022-06-30 | $3.4M | 25k | 136.72 |
| 2022-03-31 | $4.4M | 25k | 174.60 |
| 2021-12-31 | $0 | 25k | 0.00 |
More positions owned by Cassady Schiller Wealth Management
View all positions for Cassady Schiller Wealth Management