Apple shares owned by Confluence Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Confluence Wealth Management
from 13F filings
Historical chart of Confluence Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Confluence Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-09-30 | $4.3M | 19k | 223.99 |
| 2020-06-30 | $6.1M | 17k | 364.79 |
| 2020-03-31 | $4.1M | 16k | 254.30 |
| 2019-12-31 | $3.7M | 16k | 223.98 |
| 2019-09-30 | $4.3M | 19k | 223.99 |
| 2019-06-30 | $3.8M | 19k | 197.91 |
| 2019-03-31 | $3.6M | 19k | 189.95 |
| 2018-12-31 | $3.0M | 19k | 157.74 |
| 2018-09-30 | $4.4M | 19k | 225.76 |
| 2018-06-30 | $3.5M | 19k | 185.09 |
| 2018-03-31 | $3.2M | 19k | 167.79 |
| 2017-12-31 | $2.9M | 17k | 169.23 |
| 2017-09-30 | $2.6M | 17k | 154.13 |
| 2017-06-30 | $2.2M | 15k | 143.66 |
| 2017-03-31 | $2.2M | 15k | 143.66 |
| 2016-12-31 | $2.3M | 20k | 115.81 |
| 2016-09-30 | $2.3M | 20k | 113.07 |
| 2016-06-30 | $1.9M | 20k | 95.62 |
| 2016-03-31 | $2.5M | 23k | 108.98 |
| 2015-12-31 | $2.5M | 24k | 105.28 |
| 2015-09-30 | $2.5M | 23k | 110.30 |
| 2015-06-30 | $3.1M | 25k | 125.42 |
| 2015-03-31 | $3.2M | 26k | 124.43 |
| 2014-12-31 | $2.6M | 24k | 110.38 |
| 2014-09-30 | $2.4M | 24k | 100.74 |
| 2014-06-30 | $2.4M | 26k | 92.93 |
| 2014-03-31 | $1.6M | 3.0k | 536.71 |
More positions owned by Confluence Wealth Management
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