Apple shares owned by MBE Wealth Management
Historical chart of MBE Wealth Management investment in Apple
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All positions including Apple held by MBE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by MBE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $1.4M | 5.5k | 250.40 |
| 2024-09-30 | $1.4M | 5.9k | 233.00 |
| 2024-06-30 | $1.0M | 4.8k | 210.62 |
| 2024-03-31 | $799k | 4.7k | 171.48 |
| 2023-12-31 | $978k | 5.1k | 192.52 |
| 2023-09-30 | $861k | 5.0k | 171.20 |
| 2023-06-30 | $1.1M | 5.9k | 193.97 |
| 2023-03-31 | $1.0M | 6.1k | 164.91 |
| 2022-12-31 | $791k | 6.1k | 129.93 |
| 2022-09-30 | $860k | 6.2k | 138.17 |
| 2022-06-30 | $1.6M | 12k | 136.75 |
| 2022-03-31 | $2.1M | 12k | 174.62 |
| 2021-12-31 | $2.1M | 12k | 177.60 |
| 2021-09-30 | $1.7M | 12k | 141.49 |
| 2021-06-30 | $1.6M | 12k | 136.94 |
| 2021-03-31 | $1.5M | 12k | 122.18 |
| 2020-12-31 | $1.5M | 12k | 132.67 |
| 2020-09-30 | $993k | 2.7k | 364.54 |
| 2020-06-30 | $993k | 2.7k | 364.54 |
| 2020-03-31 | $690k | 2.7k | 253.96 |
| 2019-12-31 | $725k | 2.5k | 293.28 |