Apple shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Apple (AAPL) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Apple
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Quarterly reported holdings in Apple by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $347M | 1.8M | 192.53 |
| 2023-09-30 | $370M | 2.2M | 171.21 |
| 2023-06-30 | $458M | 2.4M | 193.97 |
| 2023-03-31 | $447M | 2.7M | 164.90 |
| 2022-12-31 | $458M | 3.5M | 129.93 |
| 2022-09-30 | $500M | 3.6M | 138.20 |
| 2022-06-30 | $552M | 4.0M | 136.72 |
| 2022-03-31 | $656M | 3.8M | 174.61 |
| 2021-12-31 | $699M | 3.9M | 177.57 |
| 2021-09-30 | $577M | 4.1M | 141.50 |
| 2021-06-30 | $566M | 4.1M | 136.96 |
| 2021-03-31 | $510M | 4.2M | 122.15 |
| 2020-12-31 | $583M | 4.4M | 132.69 |
| 2020-09-30 | $532M | 4.6M | 115.81 |
| 2020-06-30 | $455M | 1.2M | 364.80 |
| 2020-03-31 | $334M | 1.3M | 254.29 |
| 2019-12-31 | $452M | 1.5M | 293.65 |
| 2019-09-30 | $345M | 1.5M | 223.97 |
| 2019-06-30 | $311M | 1.6M | 197.92 |
| 2019-03-31 | $294M | 1.5M | 189.95 |
| 2018-12-31 | $254M | 1.6M | 157.74 |
| 2018-09-30 | $362M | 1.6M | 225.74 |
| 2018-06-30 | $299M | 1.6M | 185.11 |
| 2018-03-31 | $290M | 1.7M | 167.78 |
| 2017-12-31 | $261M | 1.5M | 171.08 |
| 2017-09-30 | $238M | 1.5M | 154.12 |
| 2017-06-30 | $224M | 1.6M | 144.02 |
| 2017-03-31 | $231M | 1.6M | 143.66 |
| 2016-12-31 | $191M | 1.6M | 115.82 |
| 2016-09-30 | $187M | 1.7M | 113.05 |
| 2016-06-30 | $163M | 1.7M | 96.00 |
| 2016-03-31 | $185M | 1.7M | 109.01 |
| 2015-12-31 | $185M | 1.8M | 105.26 |
| 2015-09-30 | $196M | 1.8M | 110.30 |
| 2015-06-30 | $202M | 1.6M | 125.42 |
| 2015-03-31 | $201M | 1.6M | 125.15 |
| 2014-12-31 | $174M | 1.6M | 110.38 |
| 2014-09-30 | $138M | 1.4M | 100.75 |
| 2014-06-30 | $129M | 1.4M | 92.93 |
| 2014-03-31 | $108M | 200k | 536.74 |
| 2013-12-31 | $99M | 176k | 561.02 |
| 2013-09-30 | $97M | 203k | 476.75 |
| 2013-06-30 | $80M | 201k | 396.53 |
| 2013-03-31 | $83M | 188k | 442.66 |
| 2012-12-31 | $89M | 168k | 532.17 |
| 2012-09-30 | $104M | 155k | 667.11 |
| 2012-06-30 | $89M | 152k | 584.00 |
| 2011-12-31 | $64M | 157k | 405.00 |
| 2011-09-30 | $63M | 164k | 381.32 |
| 2011-03-31 | $30M | 85k | 348.51 |
| 2010-12-31 | $21M | 64k | 322.56 |
More positions owned by United Capital Financial Advisers
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