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Apple shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 14k 171.49
2023-12-31 $2.7M 14k 192.54
2023-09-30 $2.6M 15k 171.21
2023-06-30 $3.1M 16k 193.97
2023-03-31 $2.6M 16k 164.90
2022-12-31 $2.1M 16k 129.93