Apple shares owned by Pensionmark Financial Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Pensionmark Financial Group
from 13F filings
Historical chart of Pensionmark Financial Group investment in Apple
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Quarterly reported holdings in Apple by Pensionmark Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $120M | 514k | 233.00 |
| 2024-06-30 | $76M | 362k | 210.62 |
| 2024-03-31 | $10M | 42k | 242.50 |
| 2023-12-31 | $15M | 76k | 192.53 |
| 2023-09-30 | $3.6M | 21k | 171.21 |
| 2023-06-30 | $3.9M | 20k | 193.97 |
| 2023-03-31 | $3.2M | 20k | 164.90 |
| 2022-12-31 | $2.5M | 20k | 129.93 |
| 2022-09-30 | $4.3M | 31k | 138.20 |
| 2022-06-30 | $5.1M | 31k | 166.12 |
| 2022-03-31 | $5.3M | 31k | 174.61 |
| 2021-12-31 | $5.2M | 30k | 172.11 |
| 2021-09-30 | $4.1M | 29k | 141.48 |
| 2021-06-30 | $4.0M | 29k | 136.96 |
| 2021-03-31 | $3.6M | 29k | 124.97 |
| 2020-12-31 | $3.8M | 28k | 135.38 |
| 2020-09-30 | $4.1M | 35k | 115.80 |
| 2020-06-30 | $3.7M | 8.1k | 452.89 |
| 2020-03-31 | $2.1M | 8.3k | 254.35 |
| 2019-12-31 | $2.4M | 8.2k | 293.67 |
| 2019-09-30 | $1.8M | 8.0k | 224.02 |
| 2019-06-30 | $1.7M | 47k | 35.23 |
| 2019-03-31 | $1.5M | 7.8k | 189.93 |
| 2018-12-31 | $2.5M | 15k | 170.89 |
More positions owned by Pensionmark Financial Group
View all positions for Pensionmark Financial Group