Apple shares owned by ValMark Advisers
Historical chart of ValMark Advisers investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by ValMark Advisers consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by ValMark Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $34M | 178k | 192.53 |
| 2023-09-30 | $29M | 170k | 171.21 |
| 2023-06-30 | $33M | 169k | 193.97 |
| 2023-03-31 | $27M | 166k | 164.90 |
| 2022-12-31 | $21M | 162k | 129.93 |
| 2022-09-30 | $22M | 161k | 138.20 |
| 2022-06-30 | $22M | 158k | 136.72 |
| 2022-03-31 | $25M | 144k | 174.61 |
| 2021-12-31 | $25M | 140k | 177.57 |
| 2021-09-30 | $18M | 130k | 141.50 |
| 2021-06-30 | $18M | 128k | 136.96 |
| 2021-03-31 | $16M | 129k | 122.15 |
| 2020-12-31 | $17M | 126k | 132.69 |
| 2020-09-30 | $12M | 106k | 115.81 |
| 2020-06-30 | $9.4M | 26k | 364.79 |
| 2020-03-31 | $6.1M | 24k | 254.31 |
| 2019-12-31 | $7.4M | 25k | 293.63 |
| 2019-09-30 | $5.4M | 24k | 223.98 |
| 2019-06-30 | $4.7M | 24k | 197.94 |
| 2019-03-31 | $4.6M | 24k | 189.96 |
| 2018-12-31 | $3.7M | 24k | 157.73 |
| 2018-09-30 | $4.4M | 19k | 225.73 |
| 2018-06-30 | $3.6M | 19k | 185.13 |
| 2018-03-31 | $3.1M | 18k | 167.79 |
| 2017-12-31 | $3.3M | 19k | 169.21 |
| 2017-09-30 | $1.3M | 8.7k | 154.13 |
| 2017-06-30 | $1.2M | 8.6k | 144.05 |
| 2017-03-31 | $1.2M | 8.1k | 143.70 |
| 2016-12-31 | $970k | 8.4k | 115.83 |
| 2016-09-30 | $937k | 8.3k | 113.11 |
| 2016-06-30 | $811k | 8.5k | 95.60 |
| 2016-03-31 | $849k | 7.8k | 109.03 |
| 2015-12-31 | $621k | 5.9k | 105.31 |
| 2015-09-30 | $681k | 6.2k | 110.28 |
| 2015-06-30 | $750k | 6.0k | 125.36 |
| 2015-03-31 | $770k | 6.2k | 124.45 |
| 2014-12-31 | $685k | 6.2k | 110.43 |
| 2014-09-30 | $620k | 6.2k | 100.78 |
| 2014-06-30 | $569k | 6.1k | 93.00 |
| 2014-03-31 | $490k | 913 | 536.69 |
| 2013-12-31 | $480k | 855 | 561.40 |
| 2013-09-30 | $360k | 755 | 476.82 |
| 2013-06-30 | $299k | 755 | 396.03 |
| 2013-03-31 | $334k | 755 | 442.38 |