Apple shares owned by Outlook Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Outlook Wealth Advisors
from 13F filings
Historical chart of Outlook Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Outlook Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.5M | 24k | 233.00 |
| 2024-06-30 | $5.1M | 24k | 210.62 |
| 2024-03-31 | $4.0M | 23k | 171.48 |
| 2023-12-31 | $4.5M | 23k | 192.53 |
| 2023-09-30 | $4.3M | 25k | 171.21 |
| 2023-06-30 | $4.7M | 24k | 193.97 |
| 2023-03-31 | $3.6M | 22k | 164.90 |
| 2022-12-31 | $2.8M | 21k | 129.93 |
| 2022-09-30 | $2.9M | 21k | 138.20 |
| 2022-06-30 | $2.9M | 21k | 136.71 |
| 2022-03-31 | $3.5M | 20k | 174.62 |
| 2021-12-31 | $3.6M | 20k | 177.58 |
| 2021-09-30 | $2.9M | 20k | 141.49 |
| 2021-06-30 | $2.7M | 19k | 136.97 |
| 2021-03-31 | $2.1M | 17k | 122.14 |
| 2020-12-31 | $2.2M | 17k | 132.68 |
| 2020-09-30 | $2.0M | 17k | 115.82 |
| 2020-06-30 | $1.5M | 4.2k | 364.92 |
| 2020-03-31 | $1.0M | 4.1k | 254.24 |
| 2019-12-31 | $773k | 2.8k | 279.16 |
| 2019-09-30 | $1.0M | 4.6k | 223.76 |
| 2019-06-30 | $910k | 4.6k | 197.96 |
| 2019-03-31 | $599k | 3.2k | 189.86 |
| 2018-12-31 | $1.2M | 768 | 1578.12 |