Apple shares owned by Wills Financial Group
Historical chart of Wills Financial Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wills Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Wills Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $15M | 71k | 210.62 |
| 2024-03-31 | $14M | 79k | 171.48 |
| 2023-12-31 | $15M | 79k | 192.53 |
| 2023-09-30 | $14M | 81k | 171.21 |
| 2023-06-30 | $16M | 82k | 193.97 |
| 2023-03-31 | $14M | 83k | 164.90 |
| 2022-12-31 | $13M | 103k | 129.93 |
| 2022-09-30 | $14M | 103k | 138.20 |
| 2022-06-30 | $14M | 102k | 136.72 |
| 2022-03-31 | $18M | 103k | 174.61 |
| 2021-12-31 | $18M | 103k | 177.57 |
| 2021-09-30 | $15M | 103k | 141.49 |
| 2021-06-30 | $16M | 114k | 136.95 |
| 2021-03-31 | $14M | 112k | 122.15 |
| 2020-12-31 | $15M | 110k | 132.68 |
| 2020-09-30 | $13M | 112k | 115.81 |
| 2020-06-30 | $11M | 29k | 364.79 |
| 2020-03-31 | $7.4M | 29k | 254.31 |
| 2019-12-31 | $8.9M | 30k | 293.63 |
| 2019-09-30 | $7.1M | 32k | 223.97 |
| 2019-06-30 | $6.3M | 32k | 197.92 |
| 2019-03-31 | $6.6M | 35k | 189.95 |
| 2018-12-31 | $5.6M | 35k | 157.73 |
| 2018-09-30 | $7.7M | 34k | 225.73 |
| 2018-06-30 | $6.1M | 33k | 185.10 |
| 2018-03-31 | $5.6M | 33k | 167.77 |
| 2017-12-31 | $5.9M | 35k | 169.23 |
| 2017-09-30 | $5.5M | 36k | 154.13 |
| 2017-06-30 | $5.8M | 40k | 144.03 |
| 2017-03-31 | $5.8M | 41k | 143.67 |
| 2016-12-31 | $4.8M | 41k | 115.83 |
| 2016-09-30 | $4.5M | 40k | 113.04 |
| 2015-12-31 | $4.0M | 38k | 105.24 |
| 2015-09-30 | $4.0M | 36k | 110.30 |
| 2015-06-30 | $4.1M | 32k | 125.42 |
| 2015-03-31 | $4.0M | 32k | 124.40 |
| 2014-12-31 | $3.5M | 32k | 110.36 |
| 2014-09-30 | $2.7M | 27k | 100.73 |
| 2014-06-30 | $2.4M | 26k | 92.93 |
| 2014-03-31 | $2.0M | 3.7k | 536.62 |
| 2013-12-31 | $2.0M | 3.5k | 560.96 |