Apple shares owned by Financial Advisors
Historical chart of Financial Advisors investment in Apple
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All positions including Apple held by Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.9M | 25k | 233.00 |
| 2024-06-30 | $5.2M | 25k | 210.62 |
| 2024-03-31 | $4.3M | 25k | 171.48 |
| 2023-12-31 | $4.8M | 25k | 192.53 |
| 2023-09-30 | $4.3M | 25k | 171.21 |
| 2023-06-30 | $5.0M | 26k | 193.97 |
| 2023-03-31 | $4.2M | 26k | 164.90 |
| 2022-12-31 | $3.3M | 26k | 129.93 |
| 2022-09-30 | $3.4M | 25k | 138.34 |
| 2022-06-30 | $3.4M | 25k | 136.74 |
| 2022-03-31 | $4.2M | 24k | 174.61 |
| 2021-12-31 | $4.2M | 24k | 177.58 |
| 2021-09-30 | $3.3M | 24k | 141.50 |
| 2021-06-30 | $3.2M | 24k | 136.96 |
| 2021-03-31 | $3.2M | 26k | 122.13 |
| 2020-12-31 | $3.1M | 23k | 132.71 |
| 2020-09-30 | $2.7M | 24k | 115.80 |
| 2020-06-30 | $2.1M | 5.8k | 364.72 |
| 2020-03-31 | $1.5M | 5.9k | 254.35 |
| 2019-12-31 | $1.7M | 6.0k | 293.72 |
| 2019-09-30 | $1.3M | 5.8k | 224.01 |
| 2019-06-30 | $1.1M | 5.6k | 198.00 |
| 2019-03-31 | $1.1M | 5.6k | 190.04 |
| 2018-12-31 | $813k | 5.2k | 157.77 |