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Apple shares owned by Hassell Wealth Management

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

Historical chart of Hassell Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Hassell Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $526k 2.2k 238.30
2024-09-30 $499k 2.2k 225.87
2024-06-30 $483k 2.2k 218.80
2024-03-31 $368k 2.2k 166.90

More positions owned by Hassell Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap V (DISV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr National Mun Etf (MUB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)

View all positions for Hassell Wealth Management

Top funds holding Apple

Vanguard Group
BlackRock
State Street Corporation
FMR
Geode Capital Management
Berkshire Hathaway
T. Rowe Price Associates
Jpmorgan Chase & Co
Legal & General Group
Northern Trust
Goldman Sachs Group
Bank of New York Mellon
Bank of America Corporation
Wellington Management Company
Charles Schwab Investment Management

View all funds holding Apple