Apple shares owned by Gradient Capital Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Gradient Capital Advisors
from 13F filings
Historical chart of Gradient Capital Advisors investment in Apple
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Quarterly reported holdings in Apple by Gradient Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $15M | 89k | 171.48 |
| 2023-12-31 | $18M | 95k | 192.53 |
| 2023-09-30 | $17M | 99k | 171.21 |
| 2023-06-30 | $20M | 102k | 193.97 |
| 2023-03-31 | $17M | 103k | 164.90 |
| 2022-12-31 | $14M | 105k | 129.93 |
| 2022-09-30 | $15M | 106k | 138.19 |
| 2022-06-30 | $14M | 102k | 136.72 |
| 2022-03-31 | $18M | 102k | 174.61 |
| 2021-12-31 | $18M | 102k | 177.57 |
| 2021-09-30 | $14M | 102k | 141.50 |
| 2021-06-30 | $14M | 100k | 136.96 |
| 2021-03-31 | $12M | 99k | 122.15 |
| 2020-12-31 | $13M | 99k | 132.69 |
| 2020-09-30 | $12M | 105k | 115.81 |
| 2020-06-30 | $9.2M | 25k | 364.79 |
| 2020-03-31 | $6.4M | 25k | 254.31 |
| 2019-12-31 | $7.4M | 25k | 293.64 |
| 2019-09-30 | $5.4M | 24k | 223.98 |
| 2019-06-30 | $5.2M | 26k | 197.91 |
| 2019-03-31 | $4.9M | 26k | 189.96 |
| 2018-12-31 | $4.0M | 25k | 157.74 |
| 2018-09-30 | $5.7M | 25k | 225.74 |
| 2018-06-30 | $4.6M | 25k | 185.13 |
| 2018-03-31 | $4.0M | 24k | 167.77 |
| 2017-12-31 | $3.9M | 23k | 169.25 |