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Apple shares owned by Compass Advisory Group

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

Historical chart of Compass Advisory Group investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by Compass Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.9M 11k 171.48
2023-12-31 $2.2M 11k 192.53
2023-09-30 $1.8M 11k 171.21
2023-06-30 $2.0M 10k 193.97
2023-03-31 $1.2M 7.5k 164.90
2022-12-31 $979k 7.2k 135.93
2022-09-30 $1.2M 8.6k 138.23
2022-06-30 $1.3M 9.3k 136.75
2022-03-31 $639k 3.7k 174.69
2021-12-31 $578k 3.3k 177.52
2021-09-30 $503k 3.6k 141.57
2021-06-30 $521k 3.8k 137.03
2021-03-31 $535k 4.4k 122.09
2020-12-31 $399k 3.0k 132.82