Apple shares owned by LWS Wealth Advisors
Historical chart of LWS Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by LWS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.0M | 5.3k | 192.46 |
| 2023-09-30 | $954k | 5.6k | 171.15 |
| 2023-06-30 | $1.0M | 5.4k | 193.90 |
| 2023-03-31 | $901k | 5.5k | 164.90 |
| 2022-12-31 | $710k | 5.5k | 129.93 |
| 2022-09-30 | $783k | 5.7k | 138.27 |
| 2022-06-30 | $772k | 5.6k | 136.76 |
| 2022-03-31 | $986k | 5.6k | 174.67 |
| 2021-12-31 | $988k | 5.6k | 177.60 |
| 2021-09-30 | $590k | 4.2k | 141.62 |
| 2021-06-30 | $603k | 4.4k | 136.86 |
| 2021-03-31 | $593k | 4.9k | 122.24 |
| 2020-12-31 | $699k | 5.3k | 132.76 |
| 2020-09-30 | $647k | 5.6k | 115.76 |
| 2020-06-30 | $510k | 1.4k | 365.07 |
| 2020-03-31 | $453k | 1.8k | 254.07 |
| 2019-12-31 | $419k | 1.4k | 293.83 |