Apple shares owned by Morris Retirement Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Morris Retirement Advisors
from 13F filings
Historical chart of Morris Retirement Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Morris Retirement Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $5.3M | 23k | 233.00 |
2024-06-30 | $4.2M | 20k | 210.62 |
2024-03-31 | $4.0M | 23k | 171.48 |
2023-12-31 | $5.8M | 30k | 192.53 |
2023-09-30 | $3.8M | 22k | 171.21 |
2023-06-30 | $3.5M | 18k | 193.97 |
2023-03-31 | $3.1M | 19k | 164.90 |
2022-12-31 | $2.6M | 20k | 129.93 |
2022-09-30 | $2.9M | 21k | 140.41 |
2022-06-30 | $2.8M | 20k | 136.71 |
2022-03-31 | $3.6M | 21k | 174.60 |
2021-12-31 | $3.8M | 22k | 177.58 |
2021-09-30 | $3.1M | 22k | 141.48 |
2021-06-30 | $2.9M | 21k | 136.94 |
2021-03-31 | $2.7M | 22k | 122.16 |
2020-12-31 | $3.0M | 22k | 132.70 |
More positions owned by Morris Retirement Advisors
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