Apple shares owned by Private Wealth Group
Historical chart of Private Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Private Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Private Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $873k | 3.7k | 233.03 |
| 2024-06-30 | $794k | 3.8k | 210.64 |
| 2024-03-31 | $649k | 3.8k | 171.50 |
| 2023-12-31 | $734k | 3.8k | 192.54 |
| 2023-09-30 | $660k | 3.9k | 171.22 |
| 2023-06-30 | $757k | 3.9k | 193.97 |
| 2023-03-31 | $654k | 4.0k | 164.89 |
| 2022-12-31 | $615k | 4.7k | 129.94 |
| 2022-09-30 | $557k | 4.0k | 138.32 |
| 2022-06-30 | $612k | 4.5k | 136.79 |
| 2022-03-31 | $741k | 4.2k | 174.56 |
| 2021-12-31 | $587k | 3.3k | 177.50 |
| 2021-09-30 | $468k | 3.3k | 141.56 |
| 2021-06-30 | $453k | 3.3k | 137.02 |
| 2021-03-31 | $411k | 3.4k | 122.29 |
| 2020-12-31 | $446k | 3.4k | 132.70 |
| 2020-09-30 | $443k | 3.8k | 115.85 |
| 2020-06-30 | $306k | 840 | 364.29 |
| 2020-03-31 | $204k | 804 | 253.73 |
| 2019-12-31 | $236k | 804 | 293.53 |
| 2018-09-30 | $233k | 1.0k | 225.78 |