APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Integrated Wealth Concepts LLC's Holding History (CIK: 0001737109)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 562,225 Value ($000) $152,847 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 963,471 Value ($000) $245,329 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 930,271 Value ($000) $190,864 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 907,821 Value ($000) $201,654 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 959,519 Value ($000) $240,283 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 916,382 Value ($000) $213,517 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 917,607 Value ($000) $193,266 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 925,302 Value ($000) $158,672 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 908,385 Value ($000) $174,891 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 919,346 Value ($000) $157,401 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 917,143 Value ($000) $177,898 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 872,939 Value ($000) $144 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 485,346 Value ($000) $63 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 481,298 Value ($000) $66,515 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 461,585 Value ($000) $63,108 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 451,550 Value ($000) $78,845 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 466,758 Value ($000) $82,882 Avg Close $154.71 Range $135.23 - $178.39
Q3 2021
Shares 450,140 Value ($000) $63,695 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 326,542 Value ($000) $44,723 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 319,351 Value ($000) $39,009 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 282,988 Value ($000) $37,550 Avg Close $117.01 Range $104.29 - $135.11
Q3 2020
Shares 261,237 Value ($000) $30,254 Avg Close $105.97 Range $86.47 - $134.09
Q2 2020
Shares 60,518 Value ($000) $22,077 Avg Close $75.09 Range $57.29 - $90.30
Q1 2020
Shares 56,707 Value ($000) $14,420 Avg Close $71.07 Range $51.42 - $79.14
Q4 2019
Shares 55,671 Value ($000) $16,348 Avg Close $62.02 Range $51.75 - $70.93
Q3 2019
Shares 44,735 Value ($000) $10,019 Avg Close $50.22 Range $46.15 - $54.47
Q2 2019
Shares 45,950 Value ($000) $7,642 Avg Close $46.62 Range $40.80 - $51.40
Q1 2019
Shares 28,944 Value ($000) $5,498 Avg Close $40.43 Range $33.75 - $47.19
Q4 2018
Shares 22,057 Value ($000) $3,479 Avg Close $46.01 Range $34.85 - $55.30
Q3 2018
Shares 17,038 Value ($000) $3,872 Avg Close $49.27 Range $43.30 - $54.40
Q2 2018
Shares 15,812 Value ($000) $2,960 Avg Close $42.75 Range $37.77 - $45.84
Q1 2018
Shares 15,529 Value ($000) $2,588 Avg Close $40.42 Range $35.33 - $43.15
Q4 2017
Shares 15,142 Value ($000) $2,641 Avg Close $39.08 Range $35.58 - $41.50