Apple shares owned by Delap Wealth Advisory
Historical chart of Delap Wealth Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Delap Wealth Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $4.1M | 17k | 233.00 |
2024-06-30 | $4.0M | 19k | 210.62 |
2024-03-31 | $7.8M | 46k | 171.48 |
2023-12-31 | $3.6M | 19k | 192.53 |
2023-09-30 | $3.1M | 18k | 171.21 |
2023-06-30 | $527k | 2.7k | 193.97 |
2023-03-31 | $4.8M | 29k | 164.90 |
2022-12-31 | $1.9M | 14k | 129.93 |