Apple shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Confluence Investment Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-09-30 | $212k | 1.2k | 171.26 |
2023-06-30 | $258k | 1.3k | 193.97 |
2023-03-31 | $204k | 1.2k | 164.90 |
2022-06-30 | $220k | 1.6k | 136.48 |
2022-03-31 | $472k | 2.7k | 174.69 |
2021-12-31 | $460k | 2.6k | 177.74 |
2021-09-30 | $374k | 2.6k | 141.45 |
2021-06-30 | $342k | 2.5k | 137.13 |
2021-03-31 | $305k | 2.5k | 122.29 |
2020-12-31 | $331k | 2.5k | 132.72 |
2020-09-30 | $457k | 3.9k | 115.75 |
2020-06-30 | $387k | 1.1k | 364.41 |
2020-03-31 | $277k | 1.1k | 254.60 |
2019-12-31 | $302k | 1.0k | 294.06 |
2019-09-30 | $431k | 1.9k | 224.25 |
2019-06-30 | $360k | 1.8k | 198.13 |
2019-03-31 | $346k | 1.8k | 189.90 |
2018-12-31 | $312k | 2.0k | 157.50 |
2018-09-30 | $434k | 1.9k | 225.81 |
2018-06-30 | $375k | 2.0k | 185.09 |
2016-12-31 | $201k | 1.7k | 115.78 |
More positions owned by Confluence Investment Management
Home Depot (HD)
View all positions for Confluence Investment Management