Straight Path Wealth Management »

Apple shares owned by Straight Path Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Straight Path Wealth Management from 13F filings

Historical chart of Straight Path Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Straight Path Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Apple by Straight Path Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $981k 4.2k 233.00
2024-06-30 $881k 4.2k 210.62
2024-03-31 $755k 4.4k 171.48
2023-12-31 $834k 4.3k 192.53
2023-09-30 $825k 4.8k 171.21
2023-06-30 $821k 4.2k 193.97
2023-03-31 $661k 4.0k 164.90
2022-12-31 $516k 4.0k 129.93
2022-09-30 $245k 1.8k 138.42
2022-06-30 $205k 1.5k 136.67
2022-03-31 $262k 1.5k 174.67
2021-12-31 $266k 1.5k 177.33