Apple shares owned by Monterey Private Wealth
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monterey Private Wealth
from 13F filings
Historical chart of Monterey Private Wealth investment in Apple
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Quarterly reported holdings in Apple by Monterey Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $18M | 78k | 233.00 |
| 2024-06-30 | $16M | 78k | 210.62 |
| 2024-03-31 | $13M | 78k | 171.48 |
| 2023-12-31 | $15M | 78k | 192.53 |
| 2023-09-30 | $13M | 76k | 171.21 |
| 2023-06-30 | $15M | 77k | 193.97 |
| 2023-03-31 | $13M | 77k | 164.90 |
| 2022-12-31 | $9.9M | 77k | 129.93 |
| 2022-09-30 | $11M | 78k | 142.48 |
| 2022-06-30 | $11M | 82k | 136.72 |
| 2022-03-31 | $14M | 78k | 177.78 |
| 2021-12-31 | $14M | 79k | 177.57 |
| 2021-09-30 | $11M | 80k | 141.11 |
| 2021-06-30 | $11M | 82k | 136.96 |
| 2021-03-31 | $11M | 81k | 134.72 |
| 2020-12-31 | $11M | 83k | 132.69 |
| 2020-09-30 | $9.6M | 83k | 115.81 |
| 2020-06-30 | $7.3M | 20k | 364.81 |
| 2020-03-31 | $5.2M | 20k | 254.32 |
| 2019-12-31 | $6.1M | 21k | 293.64 |