Apple shares owned by CWS Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by CWS Financial Advisors
from 13F filings
Historical chart of CWS Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by CWS Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by CWS Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $14M | 65k | 210.62 |
| 2024-03-31 | $11M | 62k | 171.48 |
| 2023-12-31 | $13M | 66k | 192.53 |
| 2023-09-30 | $10M | 59k | 171.21 |
| 2023-06-30 | $11M | 59k | 193.97 |
| 2023-03-31 | $10M | 62k | 164.90 |
| 2022-12-31 | $7.5M | 62k | 122.15 |
| 2022-09-30 | $8.5M | 62k | 138.19 |
| 2022-06-30 | $8.4M | 62k | 136.73 |
| 2022-03-31 | $11M | 63k | 174.61 |
| 2021-12-31 | $11M | 63k | 177.58 |
| 2021-06-30 | $8.5M | 62k | 136.96 |
| 2021-03-31 | $7.5M | 62k | 122.15 |
| 2020-12-31 | $8.6M | 65k | 132.69 |
| 2020-09-30 | $7.5M | 64k | 115.82 |
| 2020-06-30 | $5.7M | 16k | 364.79 |
| 2020-03-31 | $3.9M | 13k | 293.67 |
| 2019-12-31 | $4.0M | 14k | 293.62 |