Apple shares owned by Financial Symmetry
Historical chart of Financial Symmetry investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Financial Symmetry consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Financial Symmetry
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 13k | 254.63 |
| 2025-06-30 | $2.5M | 12k | 205.16 |
| 2025-03-31 | $2.6M | 12k | 222.12 |
| 2024-12-31 | $2.9M | 11k | 250.41 |
| 2024-09-30 | $2.7M | 12k | 232.99 |
| 2024-06-30 | $2.5M | 12k | 210.61 |
| 2024-03-31 | $2.0M | 12k | 171.47 |
| 2023-12-31 | $2.2M | 11k | 192.54 |