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Apple shares owned by Essex Private Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Essex Private Wealth Management from 13F filings

Historical chart of Essex Private Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Essex Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Essex Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 6.0k 233.01
2024-06-30 $1.3M 6.4k 210.62
2024-03-31 $1.0M 6.0k 171.49
2023-12-31 $1.1M 5.8k 192.53
2023-09-30 $1.0M 6.1k 171.22
2023-06-30 $1.2M 6.4k 193.99
2023-03-31 $1.3M 7.6k 164.91
2022-12-31 $985k 7.6k 129.94
2022-09-30 $1.1M 7.6k 138.26
2022-06-30 $1.0M 7.6k 136.69
2022-03-31 $1.1M 6.3k 174.68
2021-12-31 $3.1M 18k 177.55
2021-09-30 $2.5M 18k 141.49
2021-06-30 $2.5M 18k 136.97
2021-03-31 $2.2M 18k 122.17
2020-12-31 $2.4M 19k 132.65
2020-09-30 $2.1M 18k 115.78
2020-06-30 $1.8M 4.9k 364.74
2020-03-31 $1.2M 4.8k 254.18
2019-12-31 $1.3M 4.4k 293.62