Apple shares owned by Wealth Alliance
Historical chart of Wealth Alliance investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Alliance consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wealth Alliance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $75M | 387k | 192.53 |
| 2023-09-30 | $68M | 394k | 171.21 |
| 2023-06-30 | $78M | 403k | 193.97 |
| 2023-03-31 | $65M | 394k | 164.90 |
| 2022-12-31 | $51M | 390k | 129.93 |
| 2022-09-30 | $55M | 400k | 138.20 |
| 2022-06-30 | $55M | 400k | 136.72 |
| 2022-03-31 | $32M | 183k | 174.63 |
| 2021-12-31 | $33M | 187k | 177.57 |
| 2021-09-30 | $26M | 187k | 141.39 |
| 2021-06-30 | $25M | 185k | 136.96 |
| 2021-03-31 | $23M | 187k | 122.15 |
| 2020-12-31 | $25M | 186k | 132.52 |
| 2020-09-30 | $21M | 183k | 115.81 |
| 2020-06-30 | $16M | 43k | 364.79 |
| 2020-03-31 | $11M | 42k | 254.29 |
| 2019-12-31 | $12M | 40k | 293.65 |