Apple shares owned by Ropes Wealth Advisors
Historical chart of Ropes Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Ropes Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $34M | 196k | 171.21 |
| 2023-06-30 | $40M | 206k | 193.97 |
| 2023-03-31 | $32M | 194k | 164.90 |
| 2022-12-31 | $25M | 191k | 129.93 |
| 2022-09-30 | $26M | 188k | 138.20 |
| 2022-06-30 | $26M | 190k | 136.72 |
| 2022-03-31 | $33M | 188k | 174.61 |
| 2021-12-31 | $39M | 218k | 177.57 |
| 2021-09-30 | $35M | 247k | 141.50 |
| 2021-06-30 | $35M | 254k | 136.96 |
| 2021-03-31 | $29M | 230k | 125.91 |
| 2020-12-31 | $27M | 205k | 132.69 |
| 2020-09-30 | $24M | 209k | 115.81 |
| 2020-06-30 | $20M | 54k | 364.80 |
| 2020-03-31 | $14M | 54k | 254.29 |
| 2019-12-31 | $16M | 56k | 293.66 |
| 2019-09-30 | $16M | 70k | 223.97 |
| 2019-06-30 | $14M | 69k | 197.92 |
| 2019-03-31 | $13M | 69k | 189.95 |
| 2018-12-31 | $11M | 68k | 157.73 |
| 2018-09-30 | $16M | 70k | 225.74 |
| 2018-06-30 | $13M | 71k | 185.10 |
| 2018-03-31 | $12M | 69k | 167.79 |
| 2017-12-31 | $12M | 69k | 169.23 |
| 2017-09-30 | $11M | 71k | 154.12 |
| 2017-06-30 | $10M | 70k | 144.02 |
| 2017-03-31 | $8.3M | 58k | 143.66 |
| 2016-12-31 | $6.5M | 56k | 115.83 |
| 2016-09-30 | $5.9M | 52k | 113.04 |
| 2016-06-30 | $4.7M | 49k | 95.60 |
| 2016-03-31 | $3.0M | 27k | 108.97 |
| 2015-12-31 | $2.1M | 20k | 105.27 |
| 2015-09-30 | $1.8M | 17k | 110.31 |
| 2015-06-30 | $2.1M | 16k | 125.43 |
| 2015-03-31 | $2.0M | 16k | 124.45 |