Apple shares owned by Dougherty Wealth Advisers
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Dougherty Wealth Advisers
from 13F filings
Historical chart of Dougherty Wealth Advisers investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Dougherty Wealth Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 22k | 254.63 |
| 2025-06-30 | $4.5M | 22k | 205.17 |
| 2025-03-31 | $4.9M | 22k | 222.13 |
| 2024-12-31 | $5.6M | 22k | 250.42 |
| 2024-09-30 | $5.2M | 22k | 233.00 |
| 2024-06-30 | $4.8M | 23k | 210.62 |
| 2024-03-31 | $3.9M | 23k | 171.48 |
| 2023-12-31 | $4.7M | 24k | 192.53 |
| 2023-09-30 | $4.2M | 25k | 171.21 |
| 2023-06-30 | $4.8M | 25k | 193.97 |
| 2023-03-31 | $4.4M | 27k | 164.90 |
| 2022-12-31 | $1.7M | 13k | 129.93 |
| 2022-09-30 | $1.9M | 13k | 138.21 |
| 2022-06-30 | $1.9M | 14k | 136.75 |
| 2022-03-31 | $2.3M | 13k | 174.64 |
| 2021-12-31 | $2.4M | 13k | 177.54 |
| 2021-09-30 | $1.9M | 13k | 141.49 |
| 2021-06-30 | $1.8M | 13k | 136.95 |
| 2021-03-31 | $1.7M | 14k | 122.17 |
| 2020-12-31 | $1.8M | 13k | 132.70 |
| 2020-09-30 | $1.6M | 13k | 115.81 |
| 2020-06-30 | $1.2M | 3.4k | 364.67 |
| 2020-03-31 | $852k | 3.4k | 254.25 |
| 2019-12-31 | $984k | 3.4k | 293.64 |
| 2019-09-30 | $751k | 3.4k | 224.11 |
| 2019-06-30 | $763k | 3.9k | 198.08 |
| 2019-03-31 | $665k | 3.5k | 189.89 |
| 2018-12-31 | $599k | 3.5k | 171.05 |