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Apple shares owned by MorganRosel Wealth Management

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

Historical chart of MorganRosel Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by MorganRosel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 13k 254.64
2025-06-30 $2.9M 14k 205.17
2025-03-31 $3.2M 14k 222.13
2024-12-31 $3.6M 15k 250.42
2024-09-30 $1.4M 6.2k 233.00
2024-06-30 $1.3M 6.2k 210.62
2024-03-31 $1.0M 6.1k 171.48
2023-12-31 $2.0M 10k 192.53
2023-09-30 $1.8M 10k 171.21
2023-06-30 $1.3M 6.9k 193.97
2023-03-31 $1.1M 6.8k 164.90
2022-12-31 $892k 6.9k 129.93
2022-09-30 $945k 6.8k 138.14
2022-06-30 $885k 6.5k 136.68
2022-03-31 $1.1M 6.1k 174.64
2021-12-31 $1.1M 6.4k 177.51
2021-09-30 $895k 6.3k 141.52
2021-06-30 $866k 6.3k 136.94
2021-03-31 $1.7M 14k 122.15
2020-12-31 $1.9M 15k 132.66
2020-09-30 $1.6M 14k 115.78
2020-06-30 $1.3M 3.5k 364.83
2020-03-31 $436k 1.7k 254.23
2019-12-31 $601k 2.0k 293.46
2019-09-30 $569k 2.5k 224.02
2019-06-30 $465k 2.3k 198.13
2019-03-31 $446k 2.3k 190.03
2018-12-31 $913k 5.8k 157.69