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Apple shares owned by Schwarz Dygos Wheeler Investment Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Schwarz Dygos Wheeler Investment Advisors from 13F filings

Historical chart of Schwarz Dygos Wheeler Investment Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Schwarz Dygos Wheeler Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Schwarz Dygos Wheeler Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $31M 160k 192.53
2023-09-30 $28M 161k 171.21
2023-06-30 $31M 161k 193.97
2023-03-31 $27M 162k 164.90
2022-12-31 $20M 151k 129.94
2022-09-30 $21M 153k 138.19
2022-06-30 $23M 165k 136.72
2022-03-31 $30M 169k 174.62
2021-12-31 $30M 170k 177.57
2021-09-30 $24M 171k 141.50
2021-06-30 $23M 170k 136.96
2021-03-31 $21M 170k 122.16
2020-12-31 $23M 170k 132.69
2020-09-30 $25M 214k 115.81
2020-06-30 $23M 59k 381.91
2020-03-31 $13M 49k 254.29
2019-12-31 $16M 54k 293.65
2019-09-30 $12M 55k 223.97
2019-06-30 $11M 56k 197.93
2019-03-31 $11M 56k 189.95
2018-12-31 $6.3M 40k 157.74