Apple shares owned by Alta Wealth Advisors
Historical chart of Alta Wealth Advisors investment in Apple
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All positions including Apple held by Alta Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Alta Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.9M | 38k | 233.00 |
| 2024-06-30 | $7.6M | 36k | 210.62 |
| 2024-03-31 | $6.1M | 36k | 171.48 |
| 2023-12-31 | $6.6M | 34k | 192.53 |
| 2023-09-30 | $5.9M | 34k | 171.21 |
| 2023-06-30 | $6.7M | 35k | 193.97 |
| 2023-03-31 | $5.5M | 34k | 164.90 |
| 2022-12-31 | $4.3M | 33k | 129.93 |
| 2022-09-30 | $4.6M | 33k | 138.21 |
| 2022-06-30 | $4.5M | 33k | 136.73 |
| 2022-03-31 | $5.6M | 32k | 174.62 |
| 2021-12-31 | $2.5M | 14k | 177.59 |
| 2021-09-30 | $2.0M | 14k | 141.49 |
| 2021-06-30 | $1.9M | 14k | 136.98 |
| 2021-03-31 | $1.6M | 13k | 122.18 |
| 2020-12-31 | $1.7M | 13k | 132.69 |