Apple shares owned by Elwood & Goetz Wealth Advisory Group
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Elwood & Goetz Wealth Advisory Group
from 13F filings
Historical chart of Elwood & Goetz Wealth Advisory Group investment in Apple
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Quarterly reported holdings in Apple by Elwood & Goetz Wealth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 20k | 254.62 |
| 2025-06-30 | $3.4M | 16k | 205.16 |
| 2025-03-31 | $3.4M | 15k | 222.12 |
| 2024-12-31 | $3.7M | 15k | 250.41 |
| 2024-09-30 | $3.5M | 15k | 232.99 |
| 2024-06-30 | $2.0M | 9.3k | 210.61 |
| 2024-03-31 | $1.8M | 10k | 171.47 |
| 2023-12-31 | $2.1M | 11k | 192.53 |
| 2023-09-30 | $1.8M | 11k | 171.22 |
| 2023-06-30 | $1.6M | 8.1k | 193.96 |
| 2023-03-31 | $1.3M | 7.6k | 164.90 |
| 2022-12-31 | $971k | 7.5k | 129.93 |
| 2022-09-30 | $1.1M | 7.6k | 138.23 |
| 2022-06-30 | $1.0M | 7.6k | 136.75 |
| 2022-03-31 | $1.4M | 8.0k | 174.66 |
| 2021-12-31 | $1.4M | 7.6k | 177.61 |
| 2021-09-30 | $1.1M | 7.6k | 141.57 |
| 2021-06-30 | $1.0M | 7.6k | 136.98 |
| 2021-03-31 | $1.0M | 8.3k | 122.14 |
| 2020-12-31 | $1.0M | 7.9k | 132.64 |
| 2020-09-30 | $715k | 6.2k | 115.77 |
| 2020-06-30 | $636k | 1.7k | 364.68 |
| 2020-03-31 | $418k | 1.6k | 254.26 |
| 2019-12-31 | $483k | 1.6k | 293.80 |
| 2019-09-30 | $365k | 1.6k | 224.20 |
| 2019-06-30 | $313k | 1.6k | 198.23 |
| 2019-03-31 | $295k | 1.6k | 190.20 |
| 2018-12-31 | $245k | 1.6k | 157.96 |
More positions owned by Elwood & Goetz Wealth Advisory Group
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