Apple shares owned by WT Wealth Management
Historical chart of WT Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by WT Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by WT Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.4M | 40k | 235.00 |
| 2024-06-30 | $9.3M | 44k | 210.62 |
| 2024-03-31 | $8.0M | 47k | 171.48 |
| 2023-12-31 | $7.4M | 39k | 192.53 |
| 2023-09-30 | $5.8M | 34k | 171.21 |
| 2023-06-30 | $5.8M | 30k | 193.97 |
| 2023-03-31 | $5.6M | 34k | 164.90 |
| 2022-12-31 | $4.2M | 33k | 129.93 |
| 2022-09-30 | $5.1M | 37k | 138.19 |
| 2022-06-30 | $4.9M | 36k | 136.72 |
| 2022-03-31 | $6.4M | 37k | 174.60 |
| 2021-12-31 | $6.9M | 39k | 177.58 |
| 2021-09-30 | $5.3M | 37k | 141.50 |
| 2021-06-30 | $4.9M | 36k | 136.97 |
| 2021-03-31 | $4.3M | 35k | 122.14 |
| 2020-12-31 | $4.1M | 31k | 132.68 |
| 2020-09-30 | $3.1M | 27k | 115.79 |
| 2020-06-30 | $2.5M | 6.9k | 364.75 |
| 2020-03-31 | $1.8M | 7.0k | 254.27 |
| 2019-12-31 | $1.8M | 6.2k | 293.60 |
| 2019-09-30 | $1.5M | 6.5k | 223.95 |