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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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All positions including Apple held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
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