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Apple shares owned by Bordeaux Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Bordeaux Wealth Advisors from 13F filings

Historical chart of Bordeaux Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Bordeaux Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $27M 155k 171.48
2023-12-31 $45M 233k 192.53
2023-09-30 $39M 230k 171.21
2023-06-30 $45M 230k 193.97
2023-03-31 $24M 147k 164.90
2022-12-31 $19M 148k 129.93
2022-09-30 $19M 138k 138.20
2022-06-30 $18M 130k 136.72
2022-03-31 $24M 137k 174.61
2021-12-31 $24M 133k 177.57
2021-09-30 $16M 111k 141.50
2021-06-30 $15M 112k 136.96
2021-03-31 $14M 112k 122.15
2020-12-31 $15M 113k 132.69