Apple shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Beta Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.8M | 21k | 233.00 |
| 2024-06-30 | $4.6M | 22k | 210.62 |
| 2024-03-31 | $4.5M | 27k | 171.48 |
| 2023-12-31 | $4.9M | 25k | 192.53 |
| 2023-09-30 | $4.9M | 28k | 171.24 |
| 2023-06-30 | $5.6M | 29k | 193.97 |
| 2023-03-31 | $5.2M | 31k | 164.90 |
| 2022-12-31 | $3.9M | 30k | 129.93 |
| 2022-09-30 | $3.9M | 28k | 138.21 |
| 2022-06-30 | $4.7M | 34k | 136.71 |
| 2022-03-31 | $1.4M | 8.8k | 157.62 |
| 2021-12-31 | $2.3M | 16k | 141.53 |
| 2021-09-30 | $2.3M | 16k | 141.53 |
| 2021-06-30 | $2.1M | 15k | 136.93 |
| 2021-03-31 | $1.7M | 14k | 122.12 |
| 2020-12-31 | $1.6M | 12k | 132.67 |