Apple shares owned by Ml & R Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Ml & R Wealth Management
from 13F filings
Historical chart of Ml & R Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Ml & R Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Ml & R Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.6M | 21k | 171.48 |
| 2023-12-31 | $4.5M | 23k | 192.53 |
| 2023-09-30 | $4.3M | 25k | 171.21 |
| 2023-06-30 | $9.7M | 50k | 193.97 |
| 2023-03-31 | $3.5M | 21k | 164.87 |
| 2022-12-31 | $1.5M | 11k | 129.93 |
| 2022-09-30 | $1.6M | 12k | 138.16 |
| 2022-06-30 | $1.5M | 11k | 136.69 |
| 2022-03-31 | $2.6M | 15k | 174.59 |
| 2021-12-31 | $2.6M | 15k | 177.57 |