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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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All positions including Apple held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
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