Apple shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $22M | 88k | 250.42 |
| 2024-09-30 | $21M | 91k | 233.00 |
| 2024-06-30 | $19M | 92k | 210.62 |
| 2024-03-31 | $15M | 89k | 171.48 |
| 2023-12-31 | $19M | 96k | 192.53 |
| 2023-09-30 | $15M | 90k | 171.21 |
| 2023-06-30 | $18M | 93k | 193.97 |
| 2023-03-31 | $16M | 94k | 164.90 |
| 2022-12-31 | $12M | 96k | 129.93 |
| 2022-09-30 | $16M | 114k | 138.20 |
| 2022-06-30 | $16M | 114k | 136.72 |
| 2022-03-31 | $19M | 108k | 174.61 |
| 2021-12-31 | $19M | 109k | 177.57 |