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Apple shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $10M 57k 180.55
2023-09-30 $10M 57k 176.98
2023-06-30 $11M 59k 191.33
2023-03-31 $10M 61k 171.78
2022-12-31 $8.8M 61k 144.01
2022-09-30 $8.6M 62k 138.98
2022-06-30 $9.1M 62k 146.36
2022-03-31 $10M 62k 167.40
2021-12-31 $9.6M 59k 162.39
2021-09-30 $9.0M 60k 150.44
2021-06-30 $8.8M 61k 145.60
2021-03-31 $8.0M 60k 131.98
2020-12-31 $8.1M 58k 139.07
2020-09-30 $5.6M 48k 116.85
2020-06-30 $4.9M 11k 438.63
2020-03-31 $3.0M 9.7k 309.48
2019-12-31 $3.9M 12k 319.73
2019-09-30 $3.1M 12k 261.58
2019-06-30 $2.3M 11k 198.58
2019-03-31 $40k 12k 3.30
2018-12-31 $1.7M 9.8k 174.15
2018-09-30 $2.4M 12k 203.80
2018-06-30 $2.0M 11k 185.13
2018-03-31 $2.0M 12k 167.77
2017-12-31 $1.5M 8.9k 169.27