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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

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Quarterly 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