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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

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Quarterly reported holdings in Apple by Sugarloaf Wealth Management

Quarter filed Position value Share count Share price at filing
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