Apple shares owned by WR Wealth Planners
Historical chart of WR Wealth Planners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by WR Wealth Planners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by WR Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $8.5M | 34k | 250.42 |
| 2024-09-30 | $8.4M | 36k | 233.00 |
| 2024-06-30 | $7.6M | 36k | 210.62 |
| 2024-03-31 | $6.3M | 37k | 171.48 |
| 2023-12-31 | $7.9M | 41k | 192.53 |
| 2023-09-30 | $6.8M | 40k | 171.21 |
| 2023-06-30 | $7.7M | 40k | 193.97 |
| 2023-03-31 | $6.4M | 39k | 164.90 |
| 2022-12-31 | $1.2M | 8.9k | 129.93 |
| 2022-09-30 | $1.6M | 11k | 138.20 |
| 2022-06-30 | $1.5M | 11k | 136.72 |
| 2022-03-31 | $1.9M | 11k | 174.61 |