Apple shares owned by One Charles Private Wealth Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by One Charles Private Wealth Services
from 13F filings
Historical chart of One Charles Private Wealth Services investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by One Charles Private Wealth Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 31k | 254.63 |
| 2025-06-30 | $6.3M | 31k | 205.17 |
| 2025-03-31 | $6.7M | 30k | 222.13 |
| 2024-12-31 | $6.7M | 27k | 250.42 |
| 2024-09-30 | $6.4M | 28k | 233.00 |
| 2024-03-31 | $4.9M | 29k | 171.48 |
| 2023-12-31 | $5.7M | 30k | 192.53 |
| 2023-09-30 | $4.9M | 29k | 171.21 |
| 2023-06-30 | $5.8M | 30k | 193.97 |
| 2023-03-31 | $4.9M | 30k | 164.90 |
| 2022-12-31 | $4.0M | 31k | 129.93 |
| 2022-09-30 | $4.2M | 31k | 138.21 |
| 2022-06-30 | $4.2M | 29k | 145.49 |
| 2022-03-31 | $5.3M | 31k | 174.60 |
| 2021-12-31 | $5.5M | 31k | 177.56 |
| 2021-09-30 | $4.4M | 31k | 141.51 |
| 2021-06-30 | $4.2M | 31k | 136.97 |
| 2021-03-31 | $1.1M | 8.7k | 122.24 |
| 2020-12-31 | $1.2M | 8.8k | 132.66 |
| 2020-09-30 | $2.5M | 21k | 115.83 |
| 2020-06-30 | $5.2M | 13k | 413.89 |
| 2020-03-31 | $2.9M | 12k | 254.25 |
| 2019-12-31 | $3.4M | 12k | 293.62 |
More positions owned by One Charles Private Wealth Services
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