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Apple shares owned by Smith & Howard Wealth Management

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

Historical chart of Smith & Howard Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Smith & Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.1M 14k 233.00
2024-06-30 $2.8M 13k 210.62
2024-03-31 $2.3M 13k 171.48
2023-12-31 $2.8M 15k 192.53
2023-09-30 $2.3M 13k 171.21
2023-06-30 $2.7M 14k 193.97
2023-03-31 $2.0M 12k 164.90
2022-12-31 $1.9M 15k 129.93
2022-09-30 $2.3M 17k 138.21
2022-06-30 $2.2M 16k 136.72
2022-03-31 $2.1M 12k 174.65
2021-12-31 $2.6M 14k 177.55
2021-09-30 $2.5M 17k 141.53
2021-06-30 $2.4M 18k 136.96
2021-03-31 $2.2M 18k 122.17
2020-12-31 $2.0M 15k 132.67
2020-09-30 $2.0M 17k 115.81
2020-06-30 $1.6M 4.3k 364.75
2020-03-31 $1.2M 4.7k 254.40
2019-12-31 $1.4M 4.9k 293.65
2019-09-30 $907k 4.0k 224.06
2019-06-30 $725k 3.7k 198.03
2019-03-31 $922k 4.9k 189.91
2018-12-31 $763k 4.8k 157.84
2018-09-30 $994k 4.4k 225.65
2018-06-30 $1.2M 6.7k 185.05
2018-03-31 $768k 4.6k 167.87
2017-12-31 $773k 4.6k 169.22
2017-09-30 $704k 4.6k 154.12
2017-06-30 $820k 5.7k 144.01
2017-03-31 $646k 4.5k 143.75
2016-12-31 $596k 5.1k 115.80
2016-09-30 $595k 5.3k 113.07
2016-06-30 $626k 6.6k 95.56
2016-03-31 $984k 9.0k 109.02
2015-12-31 $806k 7.7k 105.22
2015-09-30 $946k 8.6k 110.33
2015-06-30 $1.1M 8.7k 125.48
2015-03-31 $1.1M 8.5k 124.39
2014-12-31 $828k 7.5k 110.33
2014-09-30 $784k 7.8k 100.69
2014-06-30 $825k 8.9k 92.95
2011-12-31 $416k 1.0k 405.06

More positions owned by Smith & Howard Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Smith & Howard Wealth Management

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