Apple shares owned by Sugarloaf Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sugarloaf Wealth Management
from 13F filings
Historical chart of Sugarloaf Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sugarloaf Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Sugarloaf Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $14M | 56k | 250.42 |
| 2024-09-30 | $13M | 56k | 233.00 |
| 2024-06-30 | $12M | 55k | 210.62 |
| 2024-03-31 | $9.4M | 55k | 171.48 |
| 2023-12-31 | $11M | 55k | 192.53 |
| 2023-09-30 | $9.6M | 56k | 171.21 |
| 2023-06-30 | $12M | 60k | 193.97 |
| 2023-03-31 | $10M | 61k | 164.90 |
| 2022-12-31 | $7.9M | 61k | 129.93 |
| 2022-09-30 | $8.8M | 64k | 138.22 |
| 2022-06-30 | $8.7M | 64k | 136.72 |
| 2022-03-31 | $11M | 63k | 174.61 |
| 2021-12-31 | $11M | 63k | 177.56 |
| 2021-09-30 | $8.9M | 63k | 141.50 |
| 2021-06-30 | $8.9M | 65k | 136.96 |
| 2021-03-31 | $8.1M | 56 | 144178.57 |
| 2020-12-31 | $7.5M | 56k | 132.67 |
| 2020-09-30 | $6.6M | 58k | 114.10 |
| 2020-06-30 | $6.8M | 19k | 364.83 |
| 2020-03-31 | $4.7M | 19k | 254.31 |
| 2019-12-31 | $5.2M | 18k | 293.65 |
More positions owned by Sugarloaf Wealth Management
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