Apple shares owned by TLW Wealth Management
Historical chart of TLW Wealth Management investment in Apple
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Quarterly reported holdings in Apple by TLW Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.7M | 57k | 171.48 |
| 2023-12-31 | $11M | 56k | 192.53 |
| 2023-09-30 | $10M | 60k | 171.21 |
| 2023-06-30 | $12M | 60k | 193.97 |
| 2023-03-31 | $12M | 71k | 164.90 |
| 2022-12-31 | $9.4M | 72k | 129.93 |
| 2022-09-30 | $10M | 73k | 138.21 |
| 2022-06-30 | $11M | 83k | 136.72 |
| 2022-03-31 | $15M | 85k | 174.61 |
| 2021-12-31 | $15M | 85k | 177.57 |
| 2021-09-30 | $12M | 85k | 141.50 |
| 2021-06-30 | $12M | 86k | 136.96 |
| 2021-03-31 | $10M | 85k | 122.15 |
| 2020-12-31 | $12M | 87k | 132.69 |
| 2020-09-30 | $10M | 87k | 115.82 |
| 2020-06-30 | $9.9M | 27k | 364.79 |
| 2020-03-31 | $6.9M | 27k | 254.29 |
| 2019-12-31 | $8.0M | 27k | 293.64 |
| 2019-09-30 | $6.2M | 28k | 223.98 |
| 2019-06-30 | $5.4M | 27k | 197.94 |
| 2019-03-31 | $6.3M | 33k | 189.95 |
| 2018-12-31 | $374k | 2.4k | 157.81 |
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