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Apple shares owned by WorthPointe

Quarter-by-quarter ownership of Apple (AAPL) shares owned by WorthPointe from 13F filings

Historical chart of WorthPointe investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.2M 17k 192.53
2023-09-30 $3.1M 18k 171.21
2023-06-30 $3.0M 15k 193.97
2023-03-31 $1.4M 8.4k 164.90
2022-12-31 $1.2M 8.9k 129.93
2022-09-30 $1.1M 8.2k 138.17
2022-06-30 $1.1M 8.3k 136.71
2022-03-31 $1.4M 8.2k 174.66
2021-12-31 $1.1M 8.0k 136.95