Apple shares owned by Core Wealth Advisors
Historical chart of Core Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Core Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Core Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.6M | 18k | 254.63 |
| 2025-06-30 | $3.2M | 15k | 205.17 |
| 2025-03-31 | $3.2M | 14k | 222.13 |
| 2024-12-31 | $3.5M | 14k | 250.43 |
| 2024-09-30 | $3.2M | 14k | 233.00 |
| 2024-06-30 | $2.6M | 12k | 210.61 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
| 2023-09-30 | $2.1M | 12k | 171.21 |
| 2023-06-30 | $2.4M | 12k | 193.97 |
| 2023-03-31 | $2.0M | 12k | 164.90 |
| 2022-12-31 | $1.6M | 12k | 129.93 |
| 2022-09-30 | $1.6M | 12k | 138.18 |
| 2022-06-30 | $1.6M | 12k | 136.71 |
| 2022-03-31 | $2.1M | 12k | 174.59 |
| 2021-12-31 | $2.1M | 12k | 177.55 |
| 2021-09-30 | $1.3M | 9.0k | 141.49 |
| 2021-06-30 | $1.2M | 9.0k | 136.92 |
| 2021-03-31 | $1.5M | 13k | 122.16 |
| 2020-12-31 | $1.6M | 12k | 132.72 |
| 2020-09-30 | $1.5M | 13k | 115.81 |
| 2020-06-30 | $1.3M | 3.6k | 364.78 |
| 2020-03-31 | $865k | 3.4k | 254.41 |
| 2019-12-31 | $702k | 2.4k | 293.72 |