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
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All positions including Apple held by Essex Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Essex Private Wealth Management
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