Apple shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Apple
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Quarterly reported holdings in Apple by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 79k | 233.00 |
| 2024-06-30 | $16M | 76k | 210.62 |
| 2024-03-31 | $12M | 72k | 171.48 |
| 2023-12-31 | $12M | 62k | 192.53 |
| 2023-09-30 | $9.1M | 53k | 171.21 |
| 2023-06-30 | $10M | 52k | 193.97 |
| 2023-03-31 | $6.9M | 42k | 164.90 |
| 2022-12-31 | $5.2M | 40k | 129.93 |
| 2022-09-30 | $6.3M | 46k | 138.20 |
| 2022-06-30 | $6.2M | 45k | 136.71 |
| 2022-03-31 | $6.9M | 39k | 174.61 |
| 2021-12-31 | $6.6M | 37k | 177.57 |
| 2021-09-30 | $2.3M | 16k | 141.48 |
| 2021-06-30 | $4.3M | 31k | 136.97 |
| 2021-03-31 | $4.1M | 34k | 122.16 |
| 2020-12-31 | $3.6M | 27k | 132.69 |