Apple shares owned by Wiser Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wiser Wealth Management
from 13F filings
Historical chart of Wiser Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Wiser Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.6M | 10k | 250.41 |
| 2024-09-30 | $2.2M | 9.3k | 232.99 |
| 2024-06-30 | $1.8M | 8.7k | 210.61 |
| 2024-03-31 | $1.6M | 9.5k | 171.48 |
| 2023-12-31 | $1.7M | 9.1k | 181.91 |
| 2023-09-30 | $886k | 5.2k | 171.20 |
| 2023-06-30 | $960k | 5.0k | 193.96 |
| 2023-03-31 | $816k | 5.0k | 164.89 |
| 2022-12-31 | $631k | 4.9k | 129.92 |
| 2022-09-30 | $853k | 6.2k | 138.16 |
| 2022-06-30 | $1.1M | 7.8k | 136.72 |
| 2022-03-31 | $1.3M | 7.4k | 174.55 |
| 2021-12-31 | $1.0M | 5.8k | 177.54 |
| 2021-09-30 | $704k | 5.0k | 141.42 |
| 2021-06-30 | $501k | 3.7k | 136.96 |
| 2021-03-31 | $413k | 3.4k | 122.26 |
| 2020-12-31 | $478k | 3.6k | 132.59 |