Apple shares owned by Confluence Wealth Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Confluence Wealth Services
from 13F filings
Historical chart of Confluence Wealth Services investment in Apple
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Quarterly reported holdings in Apple by Confluence Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 178k | 254.63 |
| 2025-06-30 | $37M | 178k | 205.17 |
| 2025-03-31 | $39M | 190k | 204.60 |
| 2024-12-31 | $40M | 177k | 223.66 |
| 2024-09-30 | $43M | 184k | 233.00 |
| 2024-06-30 | $39M | 185k | 210.62 |
| 2024-03-31 | $26M | 150k | 171.48 |
| 2023-12-31 | $28M | 144k | 192.53 |
| 2023-09-30 | $24M | 140k | 171.21 |
| 2023-06-30 | $27M | 139k | 193.97 |
| 2023-03-31 | $23M | 138k | 164.90 |
| 2022-12-31 | $18M | 136k | 129.93 |
| 2022-09-30 | $19M | 135k | 138.19 |
| 2022-03-31 | $28M | 161k | 174.60 |
| 2021-12-31 | $29M | 161k | 177.57 |
More positions owned by Confluence Wealth Services
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