Apple shares owned by BSW Wealth Partners
Historical chart of BSW Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by BSW Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $25M | 97k | 254.63 |
| 2025-06-30 | $20M | 97k | 205.17 |
| 2025-03-31 | $22M | 101k | 222.13 |
| 2024-12-31 | $28M | 110k | 250.42 |
| 2024-09-30 | $24M | 103k | 233.00 |
| 2024-06-30 | $21M | 101k | 210.62 |
| 2024-03-31 | $18M | 103k | 171.48 |
| 2023-12-31 | $19M | 99k | 192.53 |
| 2023-09-30 | $17M | 99k | 171.21 |
| 2023-06-30 | $18M | 94k | 193.97 |
| 2023-03-31 | $16M | 97k | 164.90 |
| 2022-12-31 | $13M | 103k | 129.93 |
| 2022-09-30 | $14M | 103k | 138.20 |
| 2022-06-30 | $14M | 104k | 136.72 |
| 2022-03-31 | $18M | 102k | 174.61 |
| 2021-12-31 | $18M | 101k | 177.57 |
| 2021-09-30 | $12M | 87k | 141.50 |
| 2021-06-30 | $19M | 135k | 136.96 |
| 2021-03-31 | $16M | 134k | 122.15 |
| 2020-12-31 | $17M | 128k | 132.69 |
| 2020-09-30 | $8.5M | 74k | 115.81 |
| 2020-06-30 | $5.1M | 14k | 364.77 |
| 2020-03-31 | $3.3M | 13k | 254.31 |
| 2019-12-31 | $4.0M | 14k | 293.65 |
| 2019-06-30 | $2.6M | 13k | 197.92 |
| 2019-03-31 | $1.9M | 10k | 189.90 |
| 2018-12-31 | $1.7M | 11k | 157.74 |
| 2018-09-30 | $2.4M | 11k | 225.76 |
| 2018-06-30 | $2.0M | 11k | 185.08 |
| 2018-03-31 | $1.7M | 10k | 167.74 |
| 2017-12-31 | $2.1M | 12k | 169.21 |
| 2017-09-30 | $1.9M | 12k | 154.11 |
| 2017-06-30 | $1.9M | 13k | 144.03 |
| 2017-03-31 | $1.5M | 10k | 143.61 |
| 2016-12-31 | $1.2M | 10k | 115.83 |
| 2015-12-31 | $1.1M | 11k | 105.29 |