Apple shares owned by WealthTrust Asset Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by WealthTrust Asset Management
from 13F filings
Historical chart of WealthTrust Asset Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by WealthTrust Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by WealthTrust Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.63 |
| 2025-06-30 | $2.1M | 10k | 205.16 |
| 2025-03-31 | $4.3M | 19k | 222.13 |
| 2024-12-31 | $3.8M | 15k | 250.42 |
| 2024-09-30 | $3.3M | 14k | 233.00 |
| 2024-06-30 | $3.6M | 17k | 210.62 |
| 2024-03-31 | $2.8M | 17k | 171.48 |
| 2023-12-31 | $3.4M | 18k | 192.53 |
| 2023-09-30 | $2.9M | 17k | 171.21 |
| 2023-06-30 | $3.3M | 17k | 193.97 |
| 2023-03-31 | $2.7M | 16k | 164.90 |
| 2022-12-31 | $2.2M | 17k | 129.93 |
| 2022-09-30 | $2.5M | 18k | 138.19 |
| 2022-06-30 | $2.5M | 19k | 136.71 |
| 2022-03-31 | $4.7M | 27k | 174.60 |
| 2021-12-31 | $4.6M | 26k | 177.57 |
| 2021-09-30 | $3.7M | 26k | 141.48 |
| 2021-06-30 | $3.6M | 27k | 136.95 |
More positions owned by WealthTrust Asset Management
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