Monticello Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Monticello Wealth Management

Quarter filed Position value Share count Share price at filing
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