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Apple shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $24M 125k 192.53
2023-09-30 $22M 125k 171.21
2023-06-30 $25M 127k 193.97
2023-03-31 $21M 124k 164.90
2022-12-31 $12M 90k 129.92
2022-09-30 $13M 92k 138.20
2022-06-30 $12M 89k 136.72
2022-03-31 $16M 91k 174.62
2021-12-31 $16M 91k 177.57
2021-09-30 $13M 91k 141.50
2021-06-30 $13M 91k 136.96
2021-03-31 $11M 89k 122.15
2020-12-31 $11M 86k 132.69