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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

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Quarterly reported holdings in Apple by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
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 6.9k 174.54
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