Apple shares owned by Betterment
Historical chart of Betterment investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Betterment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Betterment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 30k | 254.62 |
| 2025-06-30 | $6.4M | 31k | 205.16 |
| 2025-03-31 | $6.7M | 30k | 222.12 |
| 2024-12-31 | $6.8M | 27k | 250.42 |
| 2024-09-30 | $6.4M | 27k | 233.02 |
| 2024-06-30 | $5.0M | 24k | 210.64 |
| 2024-03-31 | $3.9M | 23k | 171.46 |
| 2023-12-31 | $663k | 3.4k | 192.56 |
| 2023-09-30 | $575k | 3.4k | 171.23 |