Apple shares owned by WMG Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by WMG Financial Advisors
from 13F filings
Historical chart of WMG Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by WMG Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $3.8M | 20k | 192.53 |
| 2023-09-30 | $3.5M | 20k | 171.21 |
| 2023-06-30 | $4.4M | 23k | 193.97 |
| 2023-03-31 | $4.0M | 21k | 190.34 |
| 2022-12-31 | $3.5M | 27k | 129.93 |
| 2022-09-30 | $3.7M | 27k | 138.46 |
| 2022-06-30 | $3.3M | 26k | 127.27 |
| 2022-03-31 | $4.2M | 24k | 174.61 |
| 2021-12-31 | $3.9M | 22k | 178.07 |