Apple shares owned by Lenox Wealth Advisors
Historical chart of Lenox Wealth Advisors investment in Apple
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All positions including Apple held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $9.0M | 53k | 170.09 |
| 2021-12-31 | $9.2M | 52k | 177.58 |
| 2021-09-30 | $7.1M | 50k | 141.49 |
| 2021-06-30 | $6.8M | 49k | 136.96 |
| 2021-03-31 | $5.8M | 48k | 122.14 |
| 2020-12-31 | $6.8M | 51k | 132.69 |
| 2020-09-30 | $6.3M | 55k | 115.81 |
| 2020-06-30 | $5.2M | 14k | 364.81 |
| 2020-03-31 | $3.9M | 15k | 254.29 |
| 2019-12-31 | $4.8M | 16k | 293.67 |
| 2019-09-30 | $3.6M | 16k | 223.97 |
| 2019-06-30 | $2.5M | 13k | 197.91 |
| 2019-03-31 | $2.3M | 12k | 189.91 |
| 2018-12-31 | $2.0M | 13k | 157.75 |
| 2018-09-30 | $2.7M | 12k | 225.73 |
| 2018-06-30 | $1.9M | 10k | 185.11 |
| 2018-03-31 | $1.7M | 10k | 167.82 |
| 2017-12-31 | $1.1M | 6.8k | 169.24 |
| 2017-09-30 | $709k | 4.6k | 154.06 |
| 2017-06-30 | $716k | 5.0k | 144.04 |
| 2017-03-31 | $711k | 5.0k | 143.61 |
| 2016-12-31 | $695k | 6.0k | 115.76 |
| 2015-12-31 | $1.9M | 18k | 105.27 |
| 2015-03-31 | $2.3M | 19k | 124.44 |
| 2014-12-31 | $2.1M | 19k | 110.38 |
| 2014-09-30 | $1.7M | 17k | 100.74 |
| 2014-06-30 | $1.6M | 17k | 95.37 |
| 2014-03-31 | $1.3M | 2.3k | 541.54 |
| 2013-12-31 | $1.3M | 2.4k | 560.74 |
| 2013-09-30 | $1.0M | 2.2k | 476.78 |
| 2013-06-30 | $933k | 2.4k | 396.65 |
| 2013-03-31 | $581k | 1.3k | 442.84 |