Apple shares owned by Blue Zone Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Blue Zone Wealth Advisors
from 13F filings
Historical chart of Blue Zone Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Blue Zone Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $9.1M | 53k | 171.48 |
| 2023-12-31 | $10M | 53k | 192.53 |
| 2023-09-30 | $9.1M | 53k | 171.21 |
| 2023-06-30 | $10M | 53k | 193.97 |
| 2023-03-31 | $8.8M | 53k | 164.90 |
| 2022-12-31 | $7.0M | 54k | 129.93 |
| 2022-09-30 | $7.6M | 55k | 138.19 |
| 2022-06-30 | $7.6M | 55k | 136.72 |
| 2022-03-31 | $9.4M | 54k | 174.60 |
| 2021-12-31 | $7.9M | 44k | 177.58 |
| 2021-09-30 | $6.2M | 44k | 141.50 |
| 2021-06-30 | $6.1M | 45k | 136.97 |
| 2021-03-31 | $5.4M | 44k | 122.16 |
| 2020-12-31 | $5.8M | 44k | 132.68 |
| 2020-09-30 | $5.1M | 44k | 115.81 |
| 2020-06-30 | $4.0M | 11k | 364.81 |
| 2020-03-31 | $2.7M | 11k | 254.33 |
| 2019-12-31 | $2.5M | 8.6k | 293.65 |