Apple shares owned by JFS Wealth Advisors
Historical chart of JFS Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 140k | 233.00 |
| 2024-06-30 | $27M | 127k | 210.62 |
| 2024-03-31 | $22M | 130k | 171.48 |
| 2023-12-31 | $26M | 133k | 192.53 |
| 2023-09-30 | $25M | 143k | 171.21 |
| 2023-06-30 | $26M | 133k | 193.97 |
| 2023-03-31 | $22M | 135k | 164.90 |
| 2022-12-31 | $18M | 137k | 129.93 |
| 2022-09-30 | $20M | 146k | 138.20 |
| 2022-06-30 | $19M | 141k | 136.72 |
| 2022-03-31 | $25M | 142k | 174.61 |
| 2021-12-31 | $25M | 140k | 177.57 |
| 2021-09-30 | $19M | 133k | 141.50 |
| 2021-06-30 | $7.6M | 56k | 136.96 |
| 2021-03-31 | $8.5M | 69k | 122.16 |
| 2020-12-31 | $9.8M | 74k | 132.69 |
| 2020-09-30 | $8.5M | 73k | 115.81 |
| 2020-06-30 | $6.9M | 19k | 364.83 |
| 2020-03-31 | $4.7M | 19k | 254.31 |
| 2019-12-31 | $6.2M | 21k | 293.67 |
| 2019-09-30 | $4.8M | 21k | 223.95 |
| 2019-06-30 | $4.4M | 22k | 197.93 |
| 2019-03-31 | $4.4M | 23k | 189.95 |
| 2018-12-31 | $3.6M | 23k | 157.76 |
| 2018-09-30 | $5.3M | 24k | 225.72 |
| 2018-06-30 | $4.9M | 26k | 185.12 |
| 2018-03-31 | $4.6M | 28k | 167.76 |
| 2017-12-31 | $5.2M | 31k | 169.23 |
| 2017-09-30 | $5.2M | 34k | 154.12 |
| 2017-06-30 | $4.3M | 30k | 144.03 |
| 2017-03-31 | $3.6M | 31k | 115.82 |
| 2016-12-31 | $3.6M | 31k | 115.82 |
| 2016-09-30 | $3.8M | 33k | 113.04 |
| 2016-06-30 | $3.7M | 39k | 95.61 |
| 2016-03-31 | $4.0M | 37k | 108.99 |
| 2015-09-30 | $4.1M | 37k | 110.31 |
| 2014-03-31 | $2.0M | 3.8k | 536.80 |
| 2013-12-31 | $1.9M | 3.4k | 561.23 |
| 2013-09-30 | $1.9M | 4.0k | 476.70 |
| 2013-06-30 | $1.9M | 4.7k | 396.56 |
| 2013-03-31 | $1.9M | 4.3k | 442.58 |
| 2012-12-31 | $2.0B | 3.7k | 532206.98 |