Apple shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Apple
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Quarterly reported holdings in Apple by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $214M | 916k | 233.00 |
| 2024-06-30 | $193M | 918k | 210.62 |
| 2024-03-31 | $159M | 925k | 171.48 |
| 2023-09-30 | $157M | 919k | 171.21 |
| 2023-06-30 | $178M | 917k | 193.97 |
| 2023-03-31 | $144M | 873k | 164.90 |
| 2022-12-31 | $63M | 485k | 129.93 |
| 2022-09-30 | $67M | 481k | 138.20 |
| 2022-06-30 | $63M | 462k | 136.72 |
| 2022-03-31 | $79M | 452k | 174.61 |
| 2021-12-31 | $83M | 467k | 177.57 |
| 2021-09-30 | $64M | 450k | 141.50 |
| 2021-06-30 | $45M | 327k | 136.96 |
| 2021-03-31 | $39M | 319k | 122.15 |
| 2020-12-31 | $38M | 283k | 132.69 |
| 2020-09-30 | $30M | 261k | 115.81 |
| 2020-06-30 | $22M | 61k | 364.80 |
| 2020-03-31 | $14M | 57k | 254.29 |
| 2019-12-31 | $16M | 56k | 293.65 |
| 2019-09-30 | $10M | 45k | 223.96 |
| 2019-06-30 | $7.6M | 46k | 166.31 |
| 2019-03-31 | $5.5M | 29k | 189.95 |
| 2018-12-31 | $3.5M | 22k | 157.73 |
| 2018-09-30 | $3.9M | 17k | 227.26 |
| 2018-06-30 | $3.0M | 16k | 187.20 |
| 2018-03-31 | $2.6M | 16k | 166.66 |
| 2017-12-31 | $2.6M | 15k | 174.42 |
More positions owned by Integrated Wealth Concepts
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