Apple shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-03-31 | $14M | 85k | 164.90 |
| 2022-12-31 | $11M | 81k | 129.93 |
| 2022-09-30 | $11M | 76k | 138.20 |
| 2022-06-30 | $9.3M | 68k | 136.72 |
| 2022-03-31 | $12M | 67k | 174.61 |
| 2021-12-31 | $11M | 63k | 177.58 |
| 2021-09-30 | $8.5M | 60k | 141.50 |
| 2021-06-30 | $7.5M | 55k | 136.93 |
| 2021-03-31 | $5.2M | 43k | 121.93 |
| 2020-12-31 | $6.1M | 46k | 132.72 |
| 2020-09-30 | $5.3M | 45k | 115.57 |
| 2020-06-30 | $5.3M | 15k | 364.83 |
| 2020-03-31 | $4.7M | 16k | 293.65 |
| 2019-09-30 | $4.2M | 19k | 223.96 |
| 2019-06-30 | $4.1M | 21k | 200.00 |
| 2019-03-31 | $4.6M | 24k | 191.67 |
| 2018-12-31 | $3.6M | 23k | 152.41 |
| 2018-09-30 | $5.5M | 25k | 225.73 |
| 2018-06-30 | $4.7M | 25k | 185.11 |
| 2018-03-31 | $5.0M | 30k | 167.79 |
| 2017-12-31 | $4.5M | 26k | 175.89 |