Apple shares owned by Wells Trecaso Financial Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wells Trecaso Financial Group
from 13F filings
Historical chart of Wells Trecaso Financial Group investment in Apple
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Quarterly reported holdings in Apple by Wells Trecaso Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $28M | 118k | 233.00 |
| 2024-06-30 | $25M | 119k | 210.62 |
| 2024-03-31 | $21M | 119k | 171.48 |
| 2023-12-31 | $23M | 120k | 192.53 |
| 2023-09-30 | $21M | 120k | 171.21 |
| 2023-06-30 | $24M | 121k | 193.96 |
| 2023-03-31 | $20M | 122k | 164.90 |
| 2022-12-31 | $16M | 122k | 129.93 |
| 2022-09-30 | $17M | 124k | 137.30 |
| 2022-06-30 | $17M | 125k | 136.73 |
| 2022-03-31 | $22M | 126k | 174.61 |
| 2021-12-31 | $22M | 125k | 176.78 |
| 2021-09-30 | $18M | 130k | 141.65 |
| 2021-06-30 | $18M | 133k | 137.34 |
| 2021-03-31 | $16M | 134k | 122.15 |
| 2020-12-31 | $18M | 136k | 132.44 |
| 2020-09-30 | $16M | 141k | 116.01 |
| 2020-06-30 | $16M | 43k | 364.80 |
| 2020-03-31 | $11M | 42k | 253.81 |
| 2019-12-31 | $13M | 45k | 293.48 |
| 2019-09-30 | $0 | 46k | 0.00 |
| 2019-06-30 | $0 | 46k | 0.00 |
| 2019-03-31 | $8.9M | 47k | 189.95 |
| 2018-12-31 | $7.4M | 47k | 157.74 |
| 2018-09-30 | $281k | 47k | 6.00 |
| 2018-06-30 | $8.5M | 46k | 185.11 |
| 2018-03-31 | $7.8M | 46k | 167.78 |
| 2017-12-31 | $7.7M | 45k | 169.22 |
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