Apple shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in Apple
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Quarterly reported holdings in Apple by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $385k | 1.5k | 254.63 |
| 2025-06-30 | $310k | 1.5k | 205.17 |
| 2025-03-31 | $336k | 1.5k | 222.13 |
| 2024-12-31 | $379k | 1.5k | 250.42 |
| 2024-09-30 | $353k | 1.5k | 233.00 |
| 2024-06-30 | $319k | 1.5k | 210.62 |
| 2024-03-31 | $305k | 1.8k | 171.48 |
| 2023-12-31 | $358k | 1.9k | 192.53 |
| 2023-09-30 | $318k | 1.9k | 171.21 |
| 2023-06-30 | $367k | 1.9k | 193.97 |
| 2023-03-31 | $331k | 2.0k | 164.90 |
| 2022-12-31 | $267k | 2.1k | 129.93 |
| 2022-09-30 | $293k | 2.1k | 138.14 |
| 2022-06-30 | $298k | 2.2k | 136.95 |
| 2022-03-31 | $379k | 2.2k | 174.57 |
| 2021-12-31 | $386k | 2.2k | 177.80 |
| 2021-09-30 | $307k | 2.2k | 141.41 |
| 2021-06-30 | $297k | 2.2k | 136.80 |
| 2021-03-31 | $216k | 1.8k | 121.97 |
| 2020-12-31 | $1.8M | 13k | 132.70 |
| 2020-09-30 | $1.5M | 13k | 115.85 |
| 2020-06-30 | $1.2M | 3.4k | 364.92 |
| 2020-03-31 | $890k | 3.5k | 254.21 |
| 2019-12-31 | $997k | 3.4k | 293.75 |
| 2019-09-30 | $798k | 3.6k | 224.09 |
| 2019-06-30 | $703k | 3.6k | 198.03 |
| 2019-03-31 | $672k | 3.5k | 189.94 |
| 2018-12-31 | $527k | 3.3k | 157.74 |
More positions owned by Hillcrest Wealth Advisors - NY
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