Apple shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Apple
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Quarterly reported holdings in Apple by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $199M | 793k | 250.42 |
| 2024-09-30 | $168M | 721k | 233.00 |
| 2024-03-31 | $90M | 524k | 171.48 |
| 2023-12-31 | $122M | 633k | 192.53 |
| 2023-09-30 | $93M | 543k | 171.21 |
| 2023-06-30 | $93M | 478k | 193.93 |
| 2023-03-31 | $78M | 473k | 164.87 |
| 2022-12-31 | $62M | 479k | 129.90 |
| 2022-09-30 | $64M | 462k | 138.17 |
| 2022-06-30 | $63M | 458k | 136.69 |
| 2022-03-31 | $82M | 469k | 174.61 |
| 2021-12-31 | $93M | 521k | 177.57 |
More positions owned by Congress Wealth Management LLC / DE /
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