Apple shares owned by Kozak & Associates
Historical chart of Kozak & Associates investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Kozak & Associates consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24M | 89k | 267.46 |
| 2025-06-30 | $19M | 92k | 211.14 |
| 2025-03-31 | $18M | 90k | 202.52 |
| 2024-12-31 | $22M | 89k | 243.36 |
| 2024-09-30 | $24M | 105k | 231.78 |
| 2024-06-30 | $23M | 105k | 221.55 |
| 2024-03-31 | $19M | 100k | 189.84 |
| 2023-12-31 | $17M | 94k | 183.63 |
| 2023-09-30 | $15M | 82k | 177.49 |
| 2023-06-30 | $9.9M | 52k | 192.46 |
| 2023-03-31 | $8.3M | 50k | 164.90 |
| 2022-12-31 | $6.4M | 49k | 129.93 |
| 2022-09-30 | $6.5M | 47k | 138.97 |
| 2022-06-30 | $5.6M | 41k | 136.73 |
| 2022-03-31 | $5.9M | 37k | 158.53 |
| 2021-12-31 | $5.9M | 37k | 158.53 |
| 2021-09-30 | $5.4M | 36k | 149.99 |
| 2020-12-31 | $4.9M | 36k | 136.75 |