Apple shares owned by KCS Wealth Advisory
Historical chart of KCS Wealth Advisory investment in Apple
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All positions including Apple held by KCS Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by KCS Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $29M | 170k | 171.21 |
| 2023-06-30 | $34M | 176k | 193.97 |
| 2023-03-31 | $29M | 177k | 164.90 |
| 2022-12-31 | $23M | 176k | 129.93 |
| 2022-09-30 | $25M | 180k | 138.20 |
| 2022-06-30 | $24M | 178k | 136.72 |
| 2022-03-31 | $4.8M | 28k | 174.63 |
| 2021-12-31 | $31M | 174k | 177.57 |
| 2021-09-30 | $25M | 174k | 141.50 |
| 2021-06-30 | $24M | 175k | 136.96 |
| 2021-03-31 | $21M | 175k | 122.15 |
| 2020-12-31 | $4.0M | 30k | 132.68 |
| 2020-09-30 | $3.5M | 30k | 115.80 |
| 2020-06-30 | $3.0M | 8.1k | 364.78 |
| 2020-03-31 | $2.1M | 8.2k | 254.22 |
| 2019-12-31 | $2.4M | 8.3k | 293.69 |
| 2019-09-30 | $2.0M | 8.7k | 223.97 |
| 2019-06-30 | $1.9M | 9.4k | 197.88 |
| 2019-03-31 | $1.8M | 9.4k | 189.91 |
| 2018-12-31 | $1.5M | 9.6k | 157.71 |
| 2018-09-30 | $1.9M | 8.4k | 225.70 |
| 2018-06-30 | $1.5M | 8.2k | 185.15 |
| 2018-03-31 | $1.4M | 8.4k | 167.82 |
| 2017-12-31 | $1.4M | 8.2k | 169.21 |