Apple shares owned by Orgel Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Orgel Wealth Management
from 13F filings
Historical chart of Orgel Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Orgel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.8M | 7.9k | 233.00 |
| 2024-06-30 | $1.8M | 8.5k | 210.62 |
| 2024-03-31 | $1.4M | 8.1k | 171.48 |
| 2023-12-31 | $1.9M | 9.9k | 192.53 |
| 2023-09-30 | $1.6M | 9.5k | 171.21 |
| 2023-06-30 | $1.7M | 8.9k | 193.97 |
| 2023-03-31 | $1.5M | 8.9k | 164.90 |
| 2022-12-31 | $1.3M | 9.8k | 129.93 |
| 2022-09-30 | $1.4M | 10k | 138.18 |
| 2022-06-30 | $1.4M | 9.9k | 136.76 |
| 2022-03-31 | $2.0M | 11k | 174.62 |
| 2021-12-31 | $2.8M | 16k | 177.60 |
| 2021-09-30 | $2.0M | 14k | 141.53 |
| 2021-06-30 | $1.7M | 12k | 136.95 |
| 2021-03-31 | $1.3M | 11k | 122.16 |
| 2020-12-31 | $1.5M | 11k | 132.71 |
| 2020-09-30 | $1.3M | 11k | 115.81 |
| 2020-06-30 | $1.2M | 3.2k | 364.75 |
| 2020-03-31 | $639k | 2.5k | 254.28 |
| 2019-12-31 | $741k | 2.5k | 293.47 |
| 2019-09-30 | $580k | 2.6k | 224.11 |
| 2019-06-30 | $499k | 2.5k | 197.86 |
| 2019-03-31 | $471k | 2.5k | 189.77 |
| 2018-12-31 | $360k | 2.3k | 157.76 |
| 2018-09-30 | $553k | 2.5k | 225.71 |
| 2018-06-30 | $454k | 2.5k | 185.31 |
| 2018-03-31 | $411k | 2.5k | 167.76 |
| 2017-12-31 | $459k | 2.7k | 169.37 |
| 2017-09-30 | $380k | 2.5k | 153.97 |
| 2017-06-30 | $372k | 2.6k | 144.13 |
| 2017-03-31 | $360k | 2.5k | 143.94 |
| 2016-03-31 | $202k | 1.9k | 109.01 |