Apple shares owned by Castle Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Castle Wealth Management
from 13F filings
Historical chart of Castle Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Castle Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Castle Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.9M | 25k | 233.00 |
2024-06-30 | $5.0M | 24k | 210.62 |
2024-03-31 | $4.1M | 24k | 171.48 |
2023-12-31 | $4.6M | 24k | 192.53 |
2023-09-30 | $4.1M | 24k | 171.21 |
2023-06-30 | $4.9M | 25k | 193.97 |
2023-03-31 | $4.3M | 26k | 164.90 |
2022-12-31 | $3.4M | 26k | 129.93 |
2022-09-30 | $4.0M | 29k | 138.18 |
2022-06-30 | $4.1M | 30k | 136.73 |