Apple shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Apple
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All positions including Apple held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $5.9M | 34k | 171.48 |
2023-12-31 | $6.5M | 34k | 192.53 |
2023-09-30 | $5.8M | 34k | 171.21 |
2023-06-30 | $6.5M | 34k | 193.97 |
2023-03-31 | $5.7M | 34k | 164.90 |
2022-12-31 | $4.7M | 36k | 129.93 |
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