Apple shares owned by OneAscent Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by OneAscent Wealth Management
from 13F filings
Historical chart of OneAscent Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by OneAscent Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by OneAscent Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.1M | 8.9k | 232.99 |
| 2024-06-30 | $1.9M | 8.9k | 210.67 |
| 2024-03-31 | $1.9M | 11k | 171.48 |
| 2023-12-31 | $2.9M | 15k | 192.54 |
| 2023-09-30 | $2.4M | 14k | 171.19 |
| 2023-03-31 | $2.7M | 17k | 164.90 |
| 2022-12-31 | $2.8M | 21k | 129.94 |
| 2022-09-30 | $2.8M | 20k | 138.20 |
| 2022-06-30 | $2.8M | 21k | 136.70 |
| 2022-03-31 | $3.8M | 22k | 174.60 |
| 2021-12-31 | $3.5M | 20k | 177.55 |
| 2021-03-31 | $4.9M | 40k | 122.14 |
| 2020-12-31 | $5.2M | 39k | 132.70 |
More positions owned by OneAscent Wealth Management
View all positions for OneAscent Wealth Management