Apple shares owned by Cm Wealth Advisors
Historical chart of Cm Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Cm Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.5M | 30k | 254.63 |
| 2025-06-30 | $6.5M | 32k | 205.17 |
| 2025-03-31 | $6.7M | 30k | 222.13 |
| 2024-12-31 | $7.6M | 31k | 250.42 |
| 2024-09-30 | $1.9M | 8.2k | 233.00 |
| 2024-06-30 | $1.7M | 8.2k | 210.62 |
| 2024-03-31 | $2.6M | 14k | 182.40 |
| 2023-12-31 | $1.0M | 5.4k | 192.53 |
| 2023-09-30 | $1.0M | 5.4k | 187.44 |
| 2023-06-30 | $7.3M | 37k | 195.83 |
| 2023-03-31 | $1.1M | 6.5k | 163.70 |
| 2022-12-31 | $721k | 5.5k | 129.93 |
| 2022-09-30 | $793k | 5.7k | 138.20 |
| 2022-06-30 | $802k | 5.9k | 136.72 |