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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

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Quarterly reported holdings in Apple by Ml & R Wealth Management

Quarter filed Position value Share count Share price at filing
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