Apple shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $28M | 112k | 250.42 |
| 2024-09-30 | $26M | 112k | 233.00 |
| 2024-06-30 | $23M | 110k | 210.62 |
| 2024-03-31 | $19M | 110k | 171.48 |
| 2023-12-31 | $21M | 110k | 192.53 |
| 2023-09-30 | $17M | 100k | 171.21 |
| 2023-06-30 | $15M | 76k | 193.97 |
| 2023-03-31 | $9.9M | 60k | 164.90 |
| 2022-12-31 | $6.6M | 51k | 129.93 |
| 2022-09-30 | $6.5M | 47k | 138.21 |
| 2022-06-30 | $5.7M | 41k | 136.72 |
| 2022-03-31 | $6.8M | 39k | 174.62 |
| 2021-12-31 | $7.0M | 39k | 177.58 |
| 2021-09-30 | $5.5M | 39k | 141.51 |
| 2021-06-30 | $5.1M | 37k | 136.97 |
| 2021-03-31 | $5.4M | 44k | 121.93 |
| 2020-12-31 | $5.7M | 43k | 132.69 |
| 2020-09-30 | $5.2M | 45k | 115.82 |
| 2020-06-30 | $3.1M | 8.6k | 364.83 |
| 2020-03-31 | $2.1M | 8.4k | 254.33 |
| 2019-12-31 | $2.7M | 9.0k | 293.62 |
| 2019-09-30 | $2.0M | 8.8k | 223.92 |
| 2019-06-30 | $1.8M | 8.9k | 197.88 |
| 2019-03-31 | $1.5M | 7.7k | 189.95 |
| 2018-12-31 | $1.1M | 7.2k | 157.72 |
| 2018-09-30 | $1.6M | 7.1k | 227.34 |
| 2018-06-30 | $1.3M | 7.2k | 187.23 |
| 2018-03-31 | $1.2M | 7.2k | 166.74 |
| 2017-12-31 | $1.2M | 6.7k | 174.33 |
| 2017-09-30 | $1.0M | 6.6k | 155.89 |
| 2017-06-30 | $931k | 6.4k | 145.08 |
| 2017-03-31 | $913k | 6.3k | 143.96 |
| 2016-12-31 | $756k | 6.3k | 119.79 |
| 2016-09-30 | $685k | 6.1k | 112.96 |
More positions owned by Connecticut Wealth Management
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