Apple shares owned by ForthRight Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by ForthRight Wealth Management
from 13F filings
Historical chart of ForthRight Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by ForthRight Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by ForthRight Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 11k | 254.62 |
| 2025-06-30 | $2.0M | 9.9k | 205.16 |
| 2025-03-31 | $2.2M | 9.9k | 222.14 |
| 2024-12-31 | $2.5M | 10k | 250.42 |
| 2024-09-30 | $2.4M | 10k | 233.00 |
| 2024-06-30 | $2.2M | 10k | 210.63 |
| 2024-03-31 | $1.9M | 11k | 171.48 |
| 2023-12-31 | $2.1M | 11k | 192.53 |
| 2023-09-30 | $1.9M | 11k | 171.21 |
| 2023-06-30 | $2.3M | 12k | 193.97 |
| 2023-03-31 | $2.1M | 13k | 164.90 |
| 2022-12-31 | $1.1M | 8.7k | 129.93 |
| 2022-09-30 | $1.2M | 8.7k | 138.15 |
| 2022-06-30 | $944k | 6.9k | 136.65 |
| 2022-03-31 | $1.2M | 1.2k | 1000.00 |
| 2021-12-31 | $1.2M | 6.9k | 177.63 |
| 2021-09-30 | $1.0M | 7.2k | 141.46 |
| 2021-06-30 | $977k | 7.1k | 136.89 |
| 2021-03-31 | $881k | 7.2k | 122.09 |
| 2020-12-31 | $933k | 7.0k | 132.64 |
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