Apple shares owned by Curi Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Curi Wealth Management
from 13F filings
Historical chart of Curi Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Curi Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Curi Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $7.3M | 38k | 192.53 |
| 2023-09-30 | $4.3M | 25k | 171.21 |
| 2023-06-30 | $11M | 58k | 193.97 |
| 2023-03-31 | $9.6M | 58k | 164.90 |
| 2022-12-31 | $7.8M | 60k | 129.93 |
| 2022-09-30 | $8.2M | 59k | 138.19 |
| 2022-06-30 | $7.1M | 52k | 136.72 |
| 2022-03-31 | $6.3M | 36k | 174.61 |
| 2021-12-31 | $2.1M | 12k | 177.55 |
| 2021-09-30 | $1.4M | 10k | 141.41 |
| 2021-06-30 | $1.4M | 10k | 136.95 |
| 2021-03-31 | $1.3M | 11k | 122.07 |
| 2020-12-31 | $1.3M | 9.8k | 132.62 |