Apple shares owned by Westwood Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Westwood Wealth Management
from 13F filings
Historical chart of Westwood Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Westwood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $33M | 143k | 233.00 |
| 2024-06-30 | $28M | 132k | 210.62 |
| 2024-03-31 | $28M | 163k | 171.48 |
| 2023-12-31 | $29M | 152k | 192.53 |
| 2023-09-30 | $30M | 173k | 171.21 |
| 2023-06-30 | $31M | 161k | 193.97 |
| 2023-03-31 | $27M | 162k | 164.90 |
| 2022-12-31 | $22M | 169k | 129.93 |
| 2022-09-30 | $34M | 245k | 138.20 |
| 2022-06-30 | $26M | 188k | 136.72 |
| 2022-03-31 | $50M | 288k | 174.60 |
| 2021-12-31 | $44k | 245k | 0.18 |
More positions owned by Westwood Wealth Management
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