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Apple shares owned by Xcel Wealth Management

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

Historical chart of Xcel Wealth Management investment in Apple

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

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Quarterly reported holdings in Apple by Xcel Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $13M 54k 233.00
2024-06-30 $11M 54k 210.62
2024-03-31 $9.2M 54k 171.48
2023-12-31 $10M 54k 192.53
2023-09-30 $9.3M 54k 171.21
2023-06-30 $13M 66k 193.97
2023-03-31 $11M 67k 164.90
2022-12-31 $8.6M 66k 129.93
2022-09-30 $8.9M 64k 138.20
2022-06-30 $8.6M 63k 136.72
2022-03-31 $12M 68k 174.61
2021-12-31 $13M 75k 177.57
2021-09-30 $11M 75k 141.51
2021-06-30 $11M 77k 136.96
2021-03-31 $9.1M 74k 122.15
2020-12-31 $8.8M 67k 132.68
2020-09-30 $7.4M 64k 115.80
2020-06-30 $6.6M 18k 364.75
2020-03-31 $4.8M 19k 254.28
2019-12-31 $5.0M 17k 293.61
2019-09-30 $3.7M 17k 223.94
2019-06-30 $3.4M 17k 197.92
2019-03-31 $4.0M 21k 189.94
2018-12-31 $3.6M 23k 157.72