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Apple shares owned by Strata Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Strata Wealth Advisors from 13F filings

Historical chart of Strata Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Strata Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Strata Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 17k 171.48
2023-12-31 $2.5M 13k 192.53
2023-09-30 $2.1M 12k 171.20
2023-03-31 $5.7M 35k 164.90
2022-12-31 $4.8M 37k 129.93