Apple shares owned by Vista Wealth Management Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Vista Wealth Management Group
from 13F filings
Historical chart of Vista Wealth Management Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Vista Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Vista Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $26M | 125k | 210.62 |
| 2024-03-31 | $16M | 92k | 171.48 |
| 2023-12-31 | $19M | 100k | 192.53 |
| 2023-09-30 | $17M | 97k | 171.21 |
| 2023-06-30 | $17M | 89k | 193.97 |
| 2023-03-31 | $10M | 62k | 164.90 |
| 2022-12-31 | $8.4M | 65k | 129.93 |
| 2022-09-30 | $5.6M | 37k | 149.45 |
| 2022-06-30 | $5.4M | 37k | 145.50 |
| 2022-03-31 | $6.6M | 38k | 174.61 |
| 2021-12-31 | $5.6M | 32k | 177.58 |
| 2021-09-30 | $4.6M | 33k | 141.49 |
| 2021-06-30 | $4.4M | 32k | 136.97 |
| 2021-03-31 | $3.4M | 28k | 122.15 |
| 2020-12-31 | $1.4M | 11k | 132.69 |
| 2020-09-30 | $3.1M | 26k | 115.82 |
| 2020-06-30 | $1.9M | 5.2k | 364.81 |
| 2020-03-31 | $1.5M | 5.8k | 254.22 |
| 2019-12-31 | $1.7M | 5.9k | 293.71 |
More positions owned by Vista Wealth Management Group
View all positions for Vista Wealth Management Group