Apple shares owned by PRW Wealth Management
Historical chart of PRW Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by PRW Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by PRW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $4.3M | 25k | 170.29 |
| 2023-06-30 | $5.0M | 26k | 193.99 |
| 2023-03-31 | $3.7M | 22k | 169.68 |
| 2022-12-31 | $2.8M | 22k | 129.93 |
| 2022-09-30 | $3.0M | 22k | 138.23 |
| 2022-06-30 | $3.0M | 22k | 136.70 |
| 2022-03-31 | $4.8M | 27k | 174.61 |
| 2021-12-31 | $4.6M | 26k | 177.54 |
| 2021-09-30 | $3.7M | 26k | 141.48 |
| 2021-06-30 | $15M | 109k | 136.96 |
| 2021-03-31 | $3.0M | 24k | 122.17 |
| 2020-12-31 | $3.9M | 29k | 132.68 |
| 2020-09-30 | $3.4M | 30k | 115.83 |
| 2020-06-30 | $3.1M | 8.4k | 364.77 |
| 2020-03-31 | $2.2M | 8.6k | 254.24 |
| 2019-12-31 | $2.4M | 8.0k | 293.64 |
| 2019-09-30 | $1.8M | 8.1k | 224.10 |
| 2019-06-30 | $1.7M | 8.4k | 197.96 |
| 2019-03-31 | $1.7M | 9.0k | 190.00 |
| 2018-12-31 | $1.4M | 9.0k | 157.75 |