Apple shares owned by KWB Wealth
Historical chart of KWB Wealth investment in Apple
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All positions including Apple held by KWB Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by KWB Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.6M | 17k | 271.86 |
| 2025-09-30 | $3.3M | 16k | 205.18 |
| 2025-06-30 | $3.7M | 17k | 222.13 |
| 2025-03-31 | $4.4M | 17k | 250.41 |
| 2024-12-31 | $4.0M | 17k | 233.00 |
| 2024-09-30 | $3.5M | 17k | 210.62 |
| 2024-06-30 | $3.1M | 18k | 171.48 |
| 2024-03-31 | $3.1M | 18k | 171.48 |
| 2023-12-31 | $3.5M | 18k | 192.53 |
| 2023-09-30 | $2.7M | 14k | 193.97 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $1.8M | 14k | 129.93 |
| 2022-12-31 | $1.5M | 12k | 129.93 |
| 2022-09-30 | $2.0M | 14k | 138.22 |
| 2022-06-30 | $2.0M | 14k | 136.71 |
| 2022-03-31 | $2.5M | 14k | 177.56 |
| 2021-12-31 | $2.5M | 14k | 177.56 |
| 2021-09-30 | $2.0M | 14k | 141.52 |
| 2021-06-30 | $1.8M | 14k | 122.14 |
| 2021-03-31 | $1.8M | 14k | 122.14 |
| 2020-12-31 | $1.9M | 15k | 132.72 |