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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

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All positions including Apple held by One Charles Private Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by One Charles Private Wealth Services

Quarter filed Position value Share count Share price at filing
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