Apple shares owned by TriaGen Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by TriaGen Wealth Management
from 13F filings
Historical chart of TriaGen Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by TriaGen Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $40M | 172k | 233.00 |
2024-06-30 | $15M | 73k | 210.62 |
2024-03-31 | $13M | 75k | 171.48 |
2023-12-31 | $15M | 77k | 192.53 |
2023-09-30 | $12M | 72k | 171.21 |
2023-06-30 | $14M | 72k | 193.97 |
2023-03-31 | $12M | 70k | 164.90 |
2022-12-31 | $9.1M | 70k | 129.93 |
2022-09-30 | $9.6M | 70k | 138.19 |
2022-06-30 | $9.5M | 69k | 136.72 |
2022-03-31 | $12M | 70k | 174.61 |
2021-12-31 | $15M | 81k | 177.57 |
2021-09-30 | $12M | 81k | 141.50 |
2021-06-30 | $12M | 81k | 145.86 |
2021-03-31 | $8.6M | 70k | 122.14 |
2020-12-31 | $9.3M | 70k | 132.69 |