Apple shares owned by Consilio Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Consilio Wealth Advisors
from 13F filings
Historical chart of Consilio Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Consilio Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $4.3M | 17k | 250.42 |
| 2024-09-30 | $4.0M | 17k | 233.00 |
| 2024-06-30 | $2.9M | 14k | 210.87 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
| 2023-12-31 | $2.4M | 13k | 192.53 |
| 2023-09-30 | $1.7M | 9.8k | 172.40 |
| 2023-06-30 | $1.9M | 9.7k | 193.97 |
| 2023-03-31 | $1.6M | 9.5k | 164.90 |
| 2022-12-31 | $1.2M | 9.3k | 129.93 |
| 2022-09-30 | $1.0M | 7.5k | 138.24 |
| 2022-06-30 | $367k | 2.7k | 136.58 |
| 2022-03-31 | $347k | 2.0k | 174.64 |
| 2021-12-31 | $359k | 2.0k | 177.63 |