Apple shares owned by BCU Wealth Advisors
Historical chart of BCU Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by BCU Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by BCU Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $258k | 950 | 271.87 |
| 2025-09-30 | $242k | 950 | 254.60 |
| 2025-03-31 | $735k | 3.3k | 222.12 |
| 2024-12-31 | $828k | 3.3k | 250.42 |
| 2024-09-30 | $770k | 3.3k | 233.01 |
| 2024-06-30 | $695k | 3.3k | 210.63 |
| 2024-03-31 | $622k | 3.6k | 171.47 |
| 2023-12-31 | $636k | 3.3k | 192.51 |