Apple shares owned by Balanced Wealth Group
Historical chart of Balanced Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Balanced Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Balanced Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $13M | 63k | 207.82 |
| 2025-06-30 | $13M | 62k | 207.57 |
| 2025-03-31 | $14M | 63k | 222.13 |
| 2024-12-31 | $15M | 63k | 236.00 |
| 2024-09-30 | $15M | 63k | 233.00 |
| 2024-06-30 | $14M | 63k | 216.75 |
| 2024-03-31 | $12M | 65k | 184.57 |
| 2023-12-31 | $12M | 64k | 192.53 |