Apple shares owned by Mountain Capital Investment Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Mountain Capital Investment Advisors
from 13F filings
Historical chart of Mountain Capital Investment Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Mountain Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Mountain Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.1M | 22k | 185.56 |
| 2023-09-30 | $4.3M | 23k | 186.40 |
| 2023-06-30 | $4.4M | 23k | 192.75 |
| 2023-03-31 | $3.7M | 22k | 165.56 |
| 2022-12-31 | $2.9M | 23k | 130.73 |
| 2022-09-30 | $3.4M | 24k | 143.87 |
| 2022-06-30 | $3.6M | 25k | 146.35 |
| 2022-03-31 | $4.1M | 25k | 165.76 |
| 2021-12-31 | $4.3M | 24k | 175.06 |
| 2021-09-30 | $3.7M | 26k | 142.89 |
| 2021-06-30 | $3.9M | 27k | 143.25 |
| 2021-03-31 | $4.1M | 30k | 134.44 |
| 2020-12-31 | $3.4M | 27k | 128.99 |
| 2020-09-30 | $3.2M | 26k | 124.39 |
| 2020-06-30 | $2.6M | 7.0k | 372.65 |
| 2020-03-31 | $1.8M | 6.8k | 268.01 |
| 2019-12-31 | $2.0M | 6.7k | 303.26 |
| 2019-09-30 | $1.9M | 8.5k | 223.95 |
| 2019-06-30 | $1.9M | 9.2k | 208.94 |
| 2019-03-31 | $1.7M | 8.9k | 189.90 |
| 2018-12-31 | $1.3M | 8.1k | 157.70 |
| 2018-09-30 | $2.1M | 9.1k | 225.77 |
| 2018-06-30 | $1.7M | 9.0k | 185.06 |
| 2017-12-31 | $1.5M | 8.6k | 169.28 |
| 2017-09-30 | $1.4M | 8.9k | 154.12 |
| 2017-06-30 | $945k | 6.6k | 143.95 |
More positions owned by Mountain Capital Investment Advisors
View all positions for Mountain Capital Investment Advisors