Apple shares owned by TrinityPoint Wealth
Historical chart of TrinityPoint Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TrinityPoint Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by TrinityPoint Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $33M | 172k | 192.53 |
| 2023-09-30 | $30M | 174k | 171.21 |
| 2023-06-30 | $34M | 176k | 193.97 |
| 2023-03-31 | $29M | 176k | 164.90 |
| 2022-12-31 | $23M | 177k | 129.93 |
| 2022-09-30 | $26M | 186k | 138.20 |
| 2022-06-30 | $25M | 186k | 136.72 |
| 2022-03-31 | $33M | 189k | 174.61 |
| 2021-12-31 | $34M | 190k | 177.57 |
| 2021-09-30 | $26M | 185k | 141.50 |
| 2021-06-30 | $25M | 180k | 136.96 |
| 2021-03-31 | $22M | 177k | 122.15 |
| 2020-12-31 | $26M | 181k | 143.16 |
| 2020-09-30 | $22M | 189k | 115.81 |
| 2020-06-30 | $20M | 54k | 364.81 |
| 2020-03-31 | $14M | 54k | 254.29 |
| 2019-12-31 | $17M | 59k | 293.64 |
| 2019-09-30 | $16M | 62k | 257.50 |
| 2019-06-30 | $12M | 56k | 208.67 |
| 2019-03-31 | $11M | 57k | 189.94 |
| 2018-12-31 | $8.0M | 51k | 157.73 |