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Apple shares owned by Peterson Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peterson Wealth Management from 13F filings

Historical chart of Peterson Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Peterson Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.2M 11k 192.54
2023-09-30 $1.8M 10k 171.21
2023-06-30 $1.5M 7.9k 193.97
2023-03-31 $1.4M 8.2k 164.89
2022-12-31 $1.3M 9.8k 129.93
2022-09-30 $1.3M 9.1k 138.24
2022-06-30 $792k 5.8k 136.76
2022-03-31 $1.8M 10k 174.65
2021-12-31 $2.3M 13k 177.57
2021-09-30 $1.8M 13k 141.50
2021-06-30 $1.7M 12k 136.95
2021-03-31 $1.8M 15k 122.18
2020-12-31 $979k 7.4k 132.73
2020-09-30 $720k 6.2k 115.85
2020-06-30 $533k 1.5k 364.57
2020-03-31 $222k 872 254.59