Apple shares owned by ERTS Wealth Advisors
Historical chart of ERTS Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by ERTS 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 ERTS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $359k | 1.4k | 254.59 |
| 2025-06-30 | $289k | 1.4k | 205.23 |
| 2025-03-31 | $4.2M | 19k | 222.13 |
| 2024-12-31 | $5.1M | 21k | 250.42 |
| 2024-09-30 | $4.8M | 21k | 233.00 |
| 2024-06-30 | $4.4M | 21k | 210.62 |
| 2024-03-31 | $3.7M | 22k | 171.48 |
| 2023-12-31 | $4.5M | 23k | 192.53 |
| 2023-09-30 | $4.1M | 24k | 171.21 |
| 2023-06-30 | $4.6M | 24k | 193.97 |
| 2023-03-31 | $4.2M | 25k | 164.90 |
| 2022-12-31 | $3.6M | 28k | 129.93 |
| 2022-09-30 | $3.7M | 27k | 138.19 |
| 2022-06-30 | $3.6M | 26k | 136.74 |
| 2022-03-31 | $4.6M | 27k | 174.63 |
| 2021-12-31 | $5.0M | 28k | 177.52 |
| 2021-09-30 | $4.1M | 29k | 141.48 |
| 2021-06-30 | $4.0M | 29k | 136.98 |
| 2021-03-31 | $3.5M | 29k | 122.16 |
| 2020-12-31 | $4.2M | 31k | 132.68 |
| 2020-09-30 | $4.0M | 35k | 115.80 |
| 2020-06-30 | $2.9M | 7.9k | 364.84 |
| 2020-03-31 | $2.2M | 8.6k | 254.33 |
| 2019-12-31 | $1.2M | 7.8k | 157.76 |
| 2019-09-30 | $2.0M | 9.0k | 224.00 |
| 2019-06-30 | $1.8M | 9.2k | 197.88 |
| 2019-03-31 | $1.8M | 9.3k | 189.91 |
| 2018-12-31 | $1.2M | 7.8k | 157.76 |