Apple shares owned by EPG Wealth Management
Historical chart of EPG Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by EPG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by EPG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 55k | 254.63 |
| 2025-06-30 | $11M | 54k | 205.17 |
| 2025-03-31 | $16M | 72k | 222.13 |
| 2024-12-31 | $21M | 82k | 250.42 |
| 2024-09-30 | $20M | 88k | 233.00 |
| 2024-06-30 | $0 | 0 | 0.00 |
| 2024-03-31 | $17M | 96k | 171.48 |
| 2023-12-31 | $18M | 97k | 185.04 |
| 2023-09-30 | $17M | 98k | 171.21 |
| 2023-06-30 | $19M | 95k | 193.97 |
| 2023-03-31 | $16M | 95k | 164.90 |
| 2022-12-31 | $12M | 90k | 129.93 |
| 2022-09-30 | $13M | 92k | 138.20 |
| 2022-06-30 | $12M | 91k | 136.72 |
| 2022-03-31 | $17M | 95k | 174.61 |
| 2021-12-31 | $16M | 91k | 177.52 |
| 2021-09-30 | $12M | 86k | 141.50 |
| 2021-06-30 | $11M | 80k | 136.96 |
| 2021-03-31 | $9.6M | 79k | 122.15 |
| 2020-12-31 | $10M | 79k | 132.70 |
| 2020-09-30 | $8.9M | 77k | 115.82 |
| 2020-06-30 | $7.5M | 21k | 364.79 |
| 2020-03-31 | $5.5M | 22k | 254.30 |
| 2019-12-31 | $5.4M | 19k | 293.68 |