Apple shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Liberty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 118k | 233.00 |
| 2024-06-30 | $24M | 182k | 134.23 |
| 2024-03-31 | $18M | 107k | 171.48 |
| 2023-12-31 | $20M | 102k | 192.33 |
| 2023-09-30 | $16M | 96k | 171.24 |
| 2023-06-30 | $20M | 103k | 193.97 |
| 2023-03-31 | $30M | 187k | 162.01 |
| 2022-09-30 | $13M | 95k | 138.19 |
| 2022-06-30 | $13M | 94k | 136.71 |
| 2022-03-31 | $16M | 90k | 174.61 |
| 2021-12-31 | $16M | 88k | 178.37 |
| 2021-09-30 | $13M | 87k | 148.00 |
| 2021-06-30 | $25M | 185k | 137.09 |
| 2021-03-31 | $24M | 180k | 134.14 |
| 2020-12-31 | $24M | 180k | 134.14 |
| 2020-09-30 | $22M | 189k | 115.81 |
| 2020-06-30 | $15M | 42k | 364.82 |
| 2020-03-31 | $11M | 45k | 254.28 |
| 2019-12-31 | $13M | 45k | 293.64 |
| 2019-09-30 | $9.9M | 44k | 223.98 |
| 2019-06-30 | $10M | 52k | 197.92 |
| 2019-03-31 | $8.4M | 44k | 189.95 |
| 2018-12-31 | $7.0M | 44k | 157.73 |