Apple shares owned by Opes Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Opes Wealth Management
from 13F filings
Historical chart of Opes Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Opes Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $146M | 626k | 233.00 |
| 2024-06-30 | $133M | 630k | 210.62 |
| 2024-03-31 | $83M | 483k | 171.48 |
| 2023-12-31 | $93M | 485k | 192.53 |
| 2023-09-30 | $55M | 324k | 171.21 |
| 2023-06-30 | $61M | 316k | 193.97 |
| 2023-03-31 | $53M | 323k | 164.90 |
| 2022-12-31 | $42M | 325k | 129.93 |
| 2022-09-30 | $45M | 326k | 138.20 |
| 2022-06-30 | $45M | 331k | 136.72 |
| 2022-03-31 | $59M | 339k | 174.61 |
| 2021-12-31 | $60M | 339k | 177.57 |
| 2021-09-30 | $49M | 343k | 141.50 |
| 2021-06-30 | $46M | 338k | 136.96 |
| 2021-03-31 | $42M | 341k | 122.15 |
| 2020-12-31 | $21M | 155k | 132.69 |
| 2020-09-30 | $41M | 352k | 115.81 |
| 2020-06-30 | $34M | 94k | 364.80 |
| 2020-03-31 | $6.4M | 25k | 254.31 |
| 2019-12-31 | $7.6M | 26k | 293.67 |
| 2019-09-30 | $3.3M | 15k | 224.00 |
| 2019-06-30 | $3.0M | 15k | 197.91 |
| 2019-03-31 | $540k | 2.8k | 190.07 |