Apple shares owned by Clientfirst Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Clientfirst Wealth Management
from 13F filings
Historical chart of Clientfirst Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Clientfirst Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Clientfirst Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.7M | 14k | 254.63 |
| 2025-06-30 | $3.0M | 14k | 205.17 |
| 2025-03-31 | $3.2M | 14k | 222.13 |
| 2024-12-31 | $3.6M | 14k | 250.42 |
| 2023-09-30 | $2.6M | 15k | 179.23 |
| 2023-06-30 | $2.8M | 15k | 190.69 |
| 2023-03-31 | $2.3M | 15k | 160.10 |
| 2022-12-31 | $2.0M | 15k | 129.93 |
| 2022-09-30 | $2.2M | 15k | 146.84 |
| 2022-06-30 | $2.1M | 15k | 136.73 |
| 2022-03-31 | $2.6M | 15k | 174.66 |
| 2021-12-31 | $2.7M | 15k | 175.52 |
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