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Daniels&Tansey,LLP

SEC CIK
0001478179
Latest filing
Nov 3, 2023

AAPL holding history

Apple Inc. in every 13F filed by Daniels&Tansey,LLP, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AAPL overviewAll 13F holders of AAPLFull Q3 2023 holdings

Shares (Q3 2023)
91,002
Value
$22.7M
% of portfolio
13.6%
Quarters held
11
Since Q1 2021
Holdings of AAPL by Daniels&Tansey,LLP, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202391,002$22.7M13.6%+87,808+2,749.2%AddedHolders
Q2 20233,194$619.5K0.2%+121+3.9%AddedHolders
Q1 20233,073$506.7K0.2%−509−14.2%ReducedHolders
Q4 20223,582$465.4K0.2%−821−18.6%ReducedHolders
Q3 20224,403$608.0K0.3%+757+20.8%AddedHolders
Q2 20223,646$498.0K0.2%−33−0.9%ReducedHolders
Q1 20223,679$642.0K0.2%−179−4.6%ReducedHolders
Q4 20213,858$685.0K0.2%+60+1.6%AddedHolders
Q3 20213,798$537.0K0.2%+250+7.0%AddedHolders
Q2 20213,548$527.0K0.2%00.0%UnchangedHolders
Q1 20213,548$433.0K0.2%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.