Apple shares owned by Mascoma Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Mascoma Wealth Management
from 13F filings
Historical chart of Mascoma Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Mascoma Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Mascoma Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $5.1M | 27k | 192.53 |
| 2023-09-30 | $5.1M | 30k | 171.21 |
| 2023-06-30 | $5.2M | 29k | 179.80 |
| 2023-03-31 | $5.9M | 35k | 169.68 |
| 2022-12-31 | $4.9M | 36k | 138.19 |
| 2022-09-30 | $4.9M | 36k | 138.19 |
| 2022-06-30 | $4.8M | 35k | 136.72 |
| 2022-03-31 | $6.1M | 35k | 174.60 |
| 2021-12-31 | $5.9M | 33k | 177.57 |
| 2021-09-30 | $5.1M | 36k | 141.50 |
| 2021-06-30 | $4.8M | 35k | 136.96 |
| 2021-03-31 | $4.4M | 36k | 122.14 |
| 2020-12-31 | $4.9M | 37k | 132.69 |
| 2019-09-30 | $2.1M | 9.5k | 223.95 |
| 2019-06-30 | $1.8M | 9.2k | 197.97 |
| 2019-03-31 | $1.8M | 9.5k | 189.97 |
| 2018-12-31 | $1.5M | 9.4k | 157.70 |
| 2018-09-30 | $2.1M | 9.2k | 225.75 |
| 2018-06-30 | $1.7M | 9.2k | 185.06 |
| 2018-03-31 | $1.5M | 8.9k | 167.77 |
| 2017-12-31 | $1.4M | 9.0k | 160.66 |
| 2017-09-30 | $1.9M | 12k | 154.12 |
| 2017-06-30 | $1.7M | 12k | 144.02 |
| 2017-03-31 | $1.6M | 11k | 143.63 |
| 2016-12-31 | $1.4M | 12k | 115.85 |