Apple shares owned by JFG Wealth Management
Historical chart of JFG Wealth Management investment in Apple
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Quarterly reported holdings in Apple by JFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.0M | 13k | 233.00 |
| 2024-06-30 | $770k | 3.7k | 210.62 |
| 2024-03-31 | $726k | 4.2k | 171.48 |
| 2023-12-31 | $1.2M | 6.0k | 192.53 |
| 2023-09-30 | $429k | 2.5k | 171.21 |
| 2023-06-30 | $486k | 2.5k | 193.97 |
| 2023-03-31 | $351k | 2.1k | 164.90 |
| 2022-12-31 | $299k | 2.3k | 129.93 |
| 2022-09-30 | $318k | 2.3k | 138.02 |
| 2022-06-30 | $315k | 2.3k | 136.72 |
| 2021-12-31 | $778k | 4.4k | 177.46 |
| 2021-09-30 | $1.5M | 10k | 141.46 |
| 2021-06-30 | $1.4M | 10k | 136.94 |
| 2021-03-31 | $715k | 5.9k | 122.10 |
| 2020-12-31 | $791k | 6.0k | 132.54 |
| 2020-09-30 | $669k | 5.8k | 115.81 |
| 2020-06-30 | $527k | 1.4k | 364.96 |
| 2020-03-31 | $375k | 1.5k | 254.41 |
| 2019-12-31 | $424k | 1.4k | 293.63 |
| 2019-09-30 | $596k | 2.7k | 224.06 |
| 2019-06-30 | $551k | 2.7k | 207.14 |
| 2019-03-31 | $286k | 1.5k | 190.03 |
| 2018-12-31 | $414k | 2.6k | 157.65 |