Apple shares owned by TLW Wealth Management
Historical chart of TLW Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TLW Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by TLW 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 | 56k | 210.62 |
2024-03-31 | $9.7M | 57k | 171.48 |
2023-12-31 | $11M | 56k | 192.53 |
2023-09-30 | $10M | 60k | 171.21 |
2023-06-30 | $12M | 60k | 193.97 |
2023-03-31 | $12M | 71k | 164.90 |
2022-12-31 | $9.4M | 72k | 129.93 |
2022-09-30 | $10M | 73k | 138.21 |
2022-06-30 | $11M | 83k | 136.72 |
2022-03-31 | $15M | 85k | 174.61 |
2021-12-31 | $15M | 85k | 177.57 |
2021-09-30 | $12M | 85k | 141.50 |
2021-06-30 | $12M | 86k | 136.96 |
2021-03-31 | $10M | 85k | 122.15 |
2020-12-31 | $12M | 87k | 132.69 |
2020-09-30 | $10M | 87k | 115.82 |
2020-06-30 | $9.9M | 27k | 364.79 |
2020-03-31 | $6.9M | 27k | 254.29 |
2019-12-31 | $8.0M | 27k | 293.64 |
2019-09-30 | $6.2M | 28k | 223.98 |
2019-06-30 | $5.4M | 27k | 197.94 |
2019-03-31 | $6.3M | 33k | 189.95 |
2018-12-31 | $374k | 2.4k | 157.81 |
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