Apple shares owned by Wescott Financial Advisory Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wescott Financial Advisory Group
from 13F filings
Historical chart of Wescott Financial Advisory Group investment in Apple
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Quarterly reported holdings in Apple by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $13M | 56k | 233.00 |
| 2024-06-30 | $12M | 57k | 210.62 |
| 2024-03-31 | $10M | 59k | 171.48 |
| 2023-09-30 | $13M | 78k | 171.21 |
| 2023-06-30 | $16M | 84k | 193.97 |
| 2023-03-31 | $11M | 66k | 164.90 |
| 2022-12-31 | $8.5M | 65k | 129.93 |
| 2022-09-30 | $9.0M | 65k | 138.19 |
| 2022-06-30 | $9.7M | 71k | 136.71 |
| 2022-03-31 | $13M | 72k | 174.61 |
| 2021-12-31 | $9.2M | 52k | 177.57 |
| 2021-09-30 | $7.6M | 53k | 141.49 |
| 2021-06-30 | $7.8M | 54k | 144.98 |
| 2021-03-31 | $7.6M | 62k | 122.14 |
| 2020-12-31 | $2.6M | 19k | 132.69 |
More positions owned by Wescott Financial Advisory Group
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