Apple shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Monticello Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 30k | 171.48 |
| 2024-06-30 | $6.2M | 29k | 210.62 |
| 2024-03-31 | $5.1M | 30k | 171.48 |
| 2023-12-31 | $7.4M | 38k | 192.53 |
| 2023-09-30 | $7.1M | 42k | 171.21 |
| 2023-06-30 | $6.4M | 33k | 193.97 |
| 2023-03-31 | $4.9M | 37k | 133.52 |
| 2022-12-31 | $4.6M | 36k | 129.93 |
| 2022-09-30 | $4.9M | 35k | 138.20 |
| 2022-06-30 | $4.8M | 35k | 136.71 |
| 2022-03-31 | $6.0M | 35k | 174.62 |
| 2021-12-31 | $5.5M | 31k | 177.56 |
| 2021-09-30 | $3.4M | 24k | 141.51 |
| 2021-06-30 | $3.2M | 24k | 136.93 |
| 2021-03-31 | $3.4M | 28k | 122.16 |
| 2020-12-31 | $2.5M | 19k | 132.70 |
More positions owned by Monticello Wealth Management
View all positions for Monticello Wealth Management