Apple shares owned by Carson Advisory
Historical chart of Carson Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Carson Advisory consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Carson Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 19k | 254.63 |
| 2025-06-30 | $4.0M | 19k | 205.17 |
| 2025-03-31 | $4.5M | 20k | 222.13 |
| 2024-12-31 | $5.2M | 21k | 250.42 |
| 2024-09-30 | $5.2M | 23k | 233.00 |
| 2024-06-30 | $5.1M | 24k | 210.62 |
| 2024-03-31 | $4.1M | 24k | 171.48 |
| 2023-12-31 | $4.6M | 24k | 192.53 |
| 2023-09-30 | $4.0M | 23k | 171.21 |
| 2023-06-30 | $4.3M | 22k | 193.97 |
| 2023-03-31 | $3.5M | 21k | 164.90 |
| 2022-12-31 | $2.9M | 23k | 129.93 |
| 2022-09-30 | $3.0M | 22k | 138.18 |
| 2022-06-30 | $3.1M | 23k | 136.70 |
| 2022-03-31 | $3.7M | 21k | 174.62 |
| 2021-12-31 | $3.8M | 21k | 177.58 |