Apple shares owned by Defined Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Defined Wealth Management
from 13F filings
Historical chart of Defined Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Defined Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.6M | 11k | 233.01 |
| 2024-06-30 | $2.3M | 11k | 210.62 |
| 2024-03-31 | $1.8M | 10k | 171.49 |
| 2023-12-31 | $2.0M | 11k | 192.53 |
| 2023-09-30 | $1.8M | 10k | 171.21 |
| 2023-06-30 | $1.9M | 10k | 193.96 |
| 2023-03-31 | $1.7M | 10k | 164.89 |
| 2022-12-31 | $1.5M | 12k | 129.93 |
| 2022-09-30 | $1.6M | 12k | 138.22 |
| 2022-06-30 | $1.6M | 12k | 136.74 |
| 2022-03-31 | $2.0M | 12k | 174.59 |
| 2021-12-31 | $2.1M | 12k | 177.59 |
| 2021-09-30 | $1.6M | 12k | 141.49 |
| 2021-06-30 | $1.6M | 12k | 136.98 |
| 2021-03-31 | $1.5M | 12k | 122.14 |
| 2020-12-31 | $1.6M | 12k | 132.67 |