Apple shares owned by Modera Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Modera Wealth Management
from 13F filings
Historical chart of Modera Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Modera Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $221M | 884k | 250.42 |
| 2024-09-30 | $208M | 891k | 233.00 |
| 2024-06-30 | $187M | 887k | 210.62 |
| 2024-03-31 | $153M | 895k | 171.48 |
| 2023-12-31 | $173M | 898k | 192.53 |
| 2023-09-30 | $159M | 928k | 171.21 |
| 2023-06-30 | $186M | 961k | 193.97 |
| 2023-03-31 | $31M | 189k | 164.90 |
| 2022-12-31 | $23M | 175k | 129.93 |
| 2022-09-30 | $25M | 183k | 138.20 |
| 2022-06-30 | $26M | 188k | 136.72 |
| 2022-03-31 | $33M | 189k | 174.61 |
| 2021-12-31 | $44M | 247k | 177.57 |
| 2021-09-30 | $19M | 135k | 141.50 |
| 2021-06-30 | $18M | 135k | 136.96 |
| 2021-03-31 | $17M | 138k | 122.15 |
| 2020-12-31 | $19M | 142k | 132.69 |
| 2020-09-30 | $8.9M | 77k | 115.81 |
| 2020-06-30 | $7.2M | 20k | 364.77 |
| 2020-03-31 | $5.1M | 20k | 254.29 |
| 2019-12-31 | $5.5M | 19k | 293.64 |
| 2019-09-30 | $4.3M | 19k | 223.97 |
| 2019-06-30 | $3.8M | 19k | 197.92 |
| 2019-03-31 | $3.7M | 19k | 189.93 |
| 2018-12-31 | $3.0M | 19k | 157.76 |
| 2018-09-30 | $4.6M | 21k | 225.72 |
| 2018-06-30 | $3.6M | 19k | 185.13 |
| 2018-03-31 | $2.8M | 17k | 167.79 |
| 2017-12-31 | $2.8M | 17k | 169.24 |
| 2017-09-30 | $2.4M | 16k | 154.10 |
| 2017-06-30 | $2.4M | 17k | 144.02 |
| 2017-03-31 | $1.7M | 12k | 143.66 |
| 2016-12-31 | $1.2M | 11k | 115.77 |
| 2016-09-30 | $1.3M | 11k | 113.08 |
| 2016-06-30 | $1.0M | 11k | 95.62 |
| 2016-03-31 | $1.0M | 9.3k | 109.02 |
| 2015-12-31 | $1.5M | 14k | 105.27 |
| 2015-09-30 | $1.4M | 12k | 110.28 |
| 2015-06-30 | $1.5M | 12k | 125.46 |
| 2015-03-31 | $1.5M | 12k | 124.33 |
| 2014-12-31 | $1.3M | 12k | 110.36 |
| 2014-09-30 | $656k | 6.5k | 100.78 |
| 2014-06-30 | $453k | 4.9k | 92.98 |
| 2014-03-31 | $358k | 667 | 536.73 |
| 2013-12-31 | $712k | 1.3k | 561.07 |
| 2013-09-30 | $597k | 1.3k | 476.46 |
| 2013-06-30 | $342k | 864 | 395.83 |
| 2013-03-31 | $414k | 934 | 443.25 |
| 2012-12-31 | $520k | 976 | 532.79 |
| 2012-09-30 | $353k | 529 | 667.30 |
| 2012-03-31 | $327k | 546 | 598.90 |