Apple shares owned by Concentric Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Concentric Wealth Management
from 13F filings
Historical chart of Concentric Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Concentric Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Concentric Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.4M | 49k | 192.53 |
| 2023-09-30 | $8.4M | 49k | 171.21 |
| 2023-06-30 | $9.5M | 49k | 193.97 |
| 2023-03-31 | $8.3M | 51k | 164.90 |
| 2022-12-31 | $6.3M | 49k | 129.93 |
| 2022-09-30 | $6.6M | 48k | 138.20 |
| 2022-06-30 | $6.5M | 47k | 136.72 |
| 2022-03-31 | $8.2M | 47k | 174.62 |
| 2021-12-31 | $7.9M | 44k | 177.57 |
| 2021-09-30 | $6.3M | 45k | 141.51 |
| 2021-06-30 | $6.2M | 45k | 136.96 |
| 2021-03-31 | $5.4M | 44k | 122.16 |
| 2020-12-31 | $5.8M | 44k | 132.70 |
| 2020-09-30 | $5.0M | 44k | 115.80 |
| 2020-06-30 | $4.0M | 11k | 364.82 |
| 2020-03-31 | $2.3M | 9.0k | 254.26 |
| 2019-12-31 | $2.4M | 8.2k | 293.60 |
| 2019-09-30 | $1.7M | 7.7k | 223.99 |
| 2019-06-30 | $1.3M | 6.5k | 197.88 |
| 2019-03-31 | $1.1M | 5.5k | 190.01 |
| 2018-12-31 | $627k | 4.0k | 157.70 |
| 2018-09-30 | $837k | 3.7k | 225.85 |
| 2018-06-30 | $614k | 3.3k | 185.16 |
| 2018-03-31 | $556k | 3.3k | 167.77 |
| 2017-12-31 | $582k | 3.4k | 169.28 |
| 2017-09-30 | $530k | 3.4k | 154.20 |
| 2017-06-30 | $495k | 3.4k | 144.06 |
| 2017-03-31 | $388k | 2.7k | 143.76 |
| 2016-12-31 | $312k | 2.7k | 115.64 |
More positions owned by Concentric Wealth Management
View all positions for Concentric Wealth Management