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Apple shares owned by Meritas Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Meritas Wealth Management from 13F filings

Historical chart of Meritas Wealth Management investment in Apple

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All positions including Apple held by Meritas Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Meritas Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $7.1M 42k 171.48
2023-12-31 $8.0M 41k 192.53
2023-09-30 $9.5M 56k 171.21
2023-06-30 $11M 58k 193.97
2023-03-31 $11M 63k 164.90
2022-12-31 $8.2M 63k 129.93