Apple shares owned by HHM Wealth Advisors
Historical chart of HHM Wealth Advisors investment in Apple
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All positions including Apple held by HHM Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 55k | 233.00 |
| 2024-06-30 | $11M | 53k | 210.62 |
| 2024-03-31 | $8.0M | 47k | 171.48 |
| 2023-09-30 | $8.2M | 48k | 171.21 |
| 2023-06-30 | $9.3M | 48k | 193.97 |
| 2023-03-31 | $7.1M | 43k | 164.90 |
| 2022-12-31 | $5.6M | 43k | 129.93 |
| 2022-09-30 | $6.1M | 44k | 138.20 |
| 2022-06-30 | $6.3M | 46k | 136.73 |
| 2022-03-31 | $8.0M | 46k | 174.60 |
| 2021-12-31 | $8.0M | 45k | 177.57 |
| 2021-09-30 | $6.3M | 45k | 141.50 |
| 2021-06-30 | $6.1M | 45k | 136.97 |
| 2021-03-31 | $5.6M | 46k | 122.15 |
| 2020-12-31 | $6.2M | 47k | 132.69 |
| 2020-09-30 | $5.1M | 44k | 115.81 |
| 2020-06-30 | $4.2M | 12k | 364.78 |
| 2020-03-31 | $3.0M | 12k | 254.31 |
| 2019-12-31 | $4.0M | 14k | 293.66 |
| 2019-09-30 | $2.3M | 11k | 223.98 |
| 2019-06-30 | $2.1M | 10k | 197.93 |
| 2019-03-31 | $2.0M | 10k | 189.99 |
| 2018-12-31 | $1.4M | 8.6k | 157.70 |