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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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All positions including Apple held by Westwood Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Westwood Wealth Management

Quarter filed Position value Share count Share price at filing
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