Apple shares owned by JGP Wealth Management
Historical chart of JGP Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by JGP Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $51M | 220k | 233.00 |
| 2024-06-30 | $44M | 209k | 210.62 |
| 2024-03-31 | $36M | 209k | 171.48 |
| 2023-12-31 | $41M | 212k | 192.53 |
| 2023-09-30 | $36M | 211k | 171.21 |
| 2023-06-30 | $41M | 209k | 193.97 |
| 2023-03-31 | $35M | 210k | 164.90 |
| 2022-12-31 | $27M | 205k | 129.93 |
| 2022-09-30 | $29M | 205k | 140.09 |
| 2022-06-30 | $29M | 202k | 142.92 |
| 2022-03-31 | $33M | 196k | 170.09 |
| 2021-12-31 | $34M | 193k | 174.92 |
| 2021-09-30 | $27M | 189k | 141.50 |
| 2021-06-30 | $26M | 186k | 136.96 |
| 2021-03-31 | $24M | 197k | 122.15 |
| 2020-12-31 | $27M | 199k | 137.39 |
| 2020-09-30 | $23M | 197k | 115.08 |
| 2020-06-30 | $19M | 49k | 381.38 |
| 2020-03-31 | $13M | 49k | 266.06 |
| 2019-12-31 | $15M | 51k | 299.80 |
| 2019-09-30 | $11M | 50k | 218.95 |
| 2019-06-30 | $9.7M | 49k | 197.93 |
| 2019-03-31 | $9.1M | 48k | 189.94 |
| 2018-12-31 | $7.4M | 47k | 157.75 |
| 2018-09-30 | $6.5M | 29k | 225.73 |
| 2018-06-30 | $5.3M | 29k | 185.12 |