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Apple shares owned by Montz Harcus Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Montz Harcus Wealth Management from 13F filings

Historical chart of Montz Harcus Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Montz Harcus Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Montz Harcus Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.9M 36k 192.53
2023-09-30 $5.8M 34k 171.21
2023-06-30 $6.5M 34k 193.97
2023-03-31 $5.4M 33k 164.90
2022-12-31 $4.4M 34k 129.93
2022-09-30 $4.4M 32k 138.21
2022-06-30 $4.3M 31k 136.73
2022-03-31 $5.4M 31k 174.59
2021-12-31 $5.6M 31k 177.57