Apple shares owned by Wealthquest
Historical chart of Wealthquest investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealthquest consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wealthquest
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $11M | 50k | 226.21 |
| 2024-06-30 | $10M | 49k | 210.62 |
| 2024-03-31 | $8.5M | 49k | 171.48 |
| 2023-12-31 | $9.8M | 51k | 192.53 |
| 2023-09-30 | $8.6M | 50k | 171.21 |
| 2023-06-30 | $9.4M | 48k | 193.97 |
| 2023-03-31 | $8.0M | 48k | 164.90 |
| 2022-12-31 | $6.4M | 49k | 129.93 |
| 2022-09-30 | $6.8M | 49k | 138.19 |
| 2022-06-30 | $6.7M | 49k | 136.71 |
| 2022-03-31 | $8.7M | 49k | 177.55 |
| 2021-12-31 | $8.7M | 49k | 177.55 |
| 2021-09-30 | $6.8M | 48k | 141.49 |
| 2021-06-30 | $6.7M | 49k | 136.96 |
| 2021-03-31 | $5.8M | 47k | 122.13 |
| 2020-12-31 | $6.2M | 47k | 132.69 |
| 2020-09-30 | $5.6M | 48k | 115.79 |
| 2020-06-30 | $4.7M | 13k | 364.77 |
| 2019-12-31 | $4.0M | 14k | 293.63 |
| 2019-09-30 | $3.8M | 17k | 223.95 |
| 2019-06-30 | $3.5M | 18k | 197.91 |
| 2019-03-31 | $2.7M | 14k | 189.94 |
| 2018-12-31 | $2.2M | 14k | 157.69 |
| 2015-09-30 | $1.0M | 9.5k | 110.27 |
| 2015-06-30 | $1.1M | 8.8k | 125.38 |
| 2015-03-31 | $1.1M | 8.9k | 124.42 |
| 2014-12-31 | $1.0M | 9.1k | 110.38 |