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Apple shares owned by Great Point Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Great Point Wealth Advisors from 13F filings

Historical chart of Great Point Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Great Point Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Great Point Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.6M 19k 192.53
2023-09-30 $3.3M 19k 171.21
2023-06-30 $3.7M 19k 193.97
2023-03-31 $3.0M 18k 164.90
2022-12-31 $2.4M 18k 129.93
2022-09-30 $2.5M 18k 138.21
2022-06-30 $2.5M 18k 136.74
2022-03-31 $3.1M 18k 174.61
2021-12-31 $2.9M 16k 177.59
2021-09-30 $2.3M 17k 141.50
2021-06-30 $2.3M 17k 136.93
2021-03-31 $1.5M 13k 122.16
2020-12-31 $1.6M 12k 132.63
2020-09-30 $1.4M 3.7k 363.88
2020-06-30 $1.4M 3.7k 363.88
2020-03-31 $945k 3.7k 254.03
2019-12-31 $1.2M 4.0k 293.13
2019-09-30 $784k 3.5k 223.74
2019-06-30 $632k 3.2k 197.93
2019-03-31 $603k 3.2k 189.92
2018-12-31 $500k 3.2k 157.93