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
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Wescott Financial Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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
View all positions for Wescott Financial Advisory Group