Apple shares owned by Advisor OS
Historical chart of Advisor OS investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $35M | 179k | 192.53 |
| 2023-09-30 | $16M | 92k | 171.21 |
| 2023-06-30 | $16M | 83k | 193.97 |
| 2023-03-31 | $6.6M | 40k | 164.90 |
| 2022-12-31 | $4.6M | 36k | 129.93 |
| 2022-09-30 | $2.2M | 16k | 138.16 |
| 2022-06-30 | $2.5M | 18k | 136.59 |
| 2022-03-31 | $3.3M | 19k | 174.90 |
| 2021-12-31 | $7.9M | 45k | 177.58 |
| 2021-09-30 | $5.6M | 39k | 141.70 |
| 2021-06-30 | $5.6M | 41k | 136.94 |
| 2021-03-31 | $5.3M | 44k | 122.29 |
| 2020-12-31 | $5.6M | 42k | 132.70 |
| 2020-09-30 | $1.2M | 10k | 115.84 |
| 2020-06-30 | $1.5M | 4.2k | 364.88 |