Apple shares owned by Fusion Family Wealth
Historical chart of Fusion Family Wealth investment in Apple
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All positions including Apple held by Fusion Family Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Fusion Family Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $690k | 4.0k | 171.48 |
| 2023-12-31 | $774k | 4.0k | 192.53 |
| 2023-09-30 | $689k | 4.0k | 171.21 |
| 2023-06-30 | $780k | 4.0k | 193.97 |
| 2023-03-31 | $655k | 4.0k | 164.90 |
| 2022-12-31 | $516k | 4.0k | 129.93 |
| 2022-09-30 | $541k | 3.8k | 141.40 |
| 2022-06-30 | $543k | 4.0k | 136.64 |
| 2022-03-31 | $623k | 3.6k | 174.61 |
| 2021-12-31 | $242k | 1.4k | 177.81 |
| 2021-09-30 | $541k | 3.8k | 141.40 |
| 2021-03-31 | $685k | 5.6k | 122.19 |
| 2020-12-31 | $1.1M | 8.2k | 132.64 |
| 2020-09-30 | $901k | 7.8k | 115.81 |
| 2020-06-30 | $694k | 1.9k | 364.88 |
| 2020-03-31 | $325k | 1.3k | 254.50 |
| 2019-12-31 | $395k | 1.3k | 293.68 |
| 2019-09-30 | $301k | 1.3k | 223.79 |
| 2019-06-30 | $2.4M | 12k | 197.87 |
| 2019-03-31 | $250k | 1.3k | 190.11 |
| 2018-12-31 | $1.9M | 12k | 157.77 |
| 2018-09-30 | $3.1M | 14k | 225.71 |
| 2018-06-30 | $2.2M | 12k | 185.09 |
| 2018-03-31 | $2.0M | 12k | 167.79 |
| 2017-12-31 | $1.3M | 7.8k | 169.21 |
| 2017-09-30 | $43k | 278 | 154.68 |
| 2017-06-30 | $1.2M | 8.2k | 144.02 |
| 2017-03-31 | $1.2M | 8.4k | 143.67 |
| 2016-12-31 | $1.1M | 9.4k | 119.24 |