Apple shares owned by WJ Wealth Management
Historical chart of WJ Wealth Management investment in Apple
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All positions including Apple held by WJ Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by WJ Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 254.63 |
| 2025-06-30 | $2.5M | 12k | 205.17 |
| 2025-03-31 | $3.3M | 15k | 222.13 |
| 2024-12-31 | $4.5M | 18k | 250.42 |
| 2024-09-30 | $4.5M | 19k | 233.00 |
| 2024-06-30 | $3.4M | 16k | 210.62 |
| 2024-03-31 | $2.5M | 15k | 171.48 |
| 2023-12-31 | $2.7M | 14k | 192.53 |
| 2023-09-30 | $2.4M | 14k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.97 |
| 2023-03-31 | $1.1M | 6.6k | 164.90 |
| 2022-12-31 | $1.7M | 13k | 129.93 |
| 2022-09-30 | $2.0M | 14k | 138.15 |
| 2022-06-30 | $2.1M | 15k | 136.86 |
| 2022-03-31 | $1.8M | 11k | 174.64 |
| 2021-12-31 | $1.8M | 10k | 177.57 |
| 2021-09-30 | $1.5M | 10k | 141.57 |
| 2021-06-30 | $1.4M | 10k | 136.92 |
| 2021-03-31 | $1.3M | 11k | 122.16 |
| 2020-12-31 | $1.4M | 11k | 132.67 |
| 2020-09-30 | $1.3M | 11k | 115.81 |
| 2020-06-30 | $2.1M | 5.6k | 364.35 |
| 2020-03-31 | $742k | 2.9k | 254.37 |
| 2019-12-31 | $797k | 2.7k | 293.66 |