Apple shares owned by Concentrum Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Concentrum Wealth Management
from 13F filings
Historical chart of Concentrum Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Concentrum Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 123k | 233.00 |
| 2024-06-30 | $26M | 122k | 210.62 |
| 2024-03-31 | $20M | 116k | 171.48 |
| 2023-12-31 | $23M | 120k | 192.53 |
| 2023-09-30 | $21M | 122k | 171.21 |
| 2023-06-30 | $24M | 121k | 193.97 |
| 2023-03-31 | $21M | 127k | 164.90 |
| 2022-12-31 | $17M | 129k | 129.93 |
| 2022-09-30 | $18M | 130k | 138.20 |
| 2022-06-30 | $18M | 132k | 136.72 |
| 2022-03-31 | $20M | 117k | 174.61 |
| 2021-12-31 | $21M | 116k | 177.57 |
| 2021-09-30 | $6.2M | 44k | 141.51 |
| 2021-06-30 | $6.0M | 44k | 136.96 |
| 2021-03-31 | $5.4M | 44k | 122.14 |
| 2020-12-31 | $5.9M | 45k | 132.68 |
| 2020-09-30 | $5.0M | 44k | 115.80 |
| 2020-06-30 | $3.7M | 10k | 364.79 |
| 2020-03-31 | $2.6M | 10k | 254.29 |
| 2019-12-31 | $3.1M | 11k | 293.61 |
| 2019-09-30 | $2.4M | 11k | 223.98 |
| 2019-06-30 | $2.2M | 11k | 197.93 |
| 2019-03-31 | $2.1M | 11k | 189.99 |
| 2018-12-31 | $1.6M | 10k | 157.78 |
More positions owned by Concentrum Wealth Management
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