Apple shares owned by Adapt Wealth Advisors
Historical chart of Adapt Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Adapt Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Adapt Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 13k | 254.64 |
| 2025-06-30 | $1.3M | 6.3k | 205.17 |
| 2025-03-31 | $1.4M | 6.2k | 222.12 |
| 2024-12-31 | $1.6M | 6.5k | 250.43 |
| 2024-09-30 | $1.5M | 6.4k | 233.01 |
| 2024-06-30 | $1.3M | 6.3k | 210.63 |
| 2024-03-31 | $868k | 5.1k | 171.48 |