Apple shares owned by MBL Wealth
Historical chart of MBL Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by MBL Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by MBL Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $22M | 104k | 210.62 |
| 2024-03-31 | $18M | 104k | 171.48 |
| 2023-12-31 | $20M | 103k | 192.53 |
| 2023-09-30 | $18M | 105k | 171.21 |
| 2023-06-30 | $20M | 103k | 193.97 |
| 2023-03-31 | $14M | 86k | 164.90 |
| 2022-12-31 | $5.2M | 40k | 129.95 |
| 2022-09-30 | $5.4M | 39k | 138.19 |
| 2022-06-30 | $5.2M | 38k | 136.72 |
| 2022-03-31 | $6.6M | 38k | 174.34 |
| 2021-09-30 | $5.2M | 36k | 141.49 |
| 2021-03-31 | $4.2M | 35k | 122.15 |
| 2020-12-31 | $4.2M | 31k | 132.69 |