Apple shares owned by GeoWealth Management
Historical chart of GeoWealth Management investment in Apple
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All positions including Apple held by GeoWealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $27M | 115k | 233.00 |
| 2024-06-30 | $25M | 118k | 210.62 |
| 2024-03-31 | $17M | 96k | 171.48 |
| 2023-09-30 | $2.7M | 16k | 171.33 |
| 2023-06-30 | $2.8M | 14k | 193.86 |
| 2023-03-31 | $2.4M | 15k | 164.99 |
| 2022-12-31 | $2.4M | 19k | 129.84 |
| 2022-09-30 | $3.5M | 25k | 138.18 |
| 2022-06-30 | $3.1M | 23k | 136.81 |
| 2022-03-31 | $4.1M | 23k | 174.59 |
| 2021-12-31 | $4.4M | 25k | 177.47 |
| 2021-09-30 | $3.7M | 26k | 141.49 |
| 2021-06-30 | $2.2M | 16k | 136.59 |
| 2021-03-31 | $1.9M | 15k | 122.22 |
| 2020-12-31 | $2.1M | 16k | 132.91 |
| 2020-09-30 | $1.6M | 14k | 115.52 |
| 2020-06-30 | $2.6M | 7.2k | 364.74 |
| 2020-03-31 | $1.6M | 6.2k | 254.18 |
| 2019-12-31 | $2.5M | 8.5k | 293.54 |
| 2019-09-30 | $2.9M | 13k | 223.93 |
| 2019-06-30 | $1.9M | 9.8k | 197.97 |