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 ExcelQuarterly reported holdings in Apple by Cm Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |