Apple shares owned by Financial Synergies Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Financial Synergies Wealth Advisors
from 13F filings
Historical chart of Financial Synergies Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Financial Synergies Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $6.2M | 23k | 271.85 |
| 2025-09-30 | $5.3M | 21k | 254.63 |
| 2025-06-30 | $4.5M | 22k | 205.17 |
| 2025-03-31 | $4.6M | 21k | 222.13 |
| 2024-12-31 | $5.2M | 21k | 250.42 |
| 2024-09-30 | $4.3M | 19k | 232.99 |
| 2024-06-30 | $1.2M | 5.5k | 210.62 |
| 2024-03-31 | $914k | 5.3k | 171.46 |
| 2023-12-31 | $968k | 7.4k | 129.93 |
| 2023-09-30 | $978k | 5.7k | 171.20 |
| 2023-06-30 | $639k | 3.3k | 193.97 |
| 2023-03-31 | $545k | 3.3k | 164.91 |
| 2022-12-31 | $968k | 7.4k | 129.93 |
| 2022-09-30 | $1.0M | 7.4k | 138.21 |
| 2022-06-30 | $1.0M | 7.4k | 136.72 |
| 2022-03-31 | $952k | 5.5k | 174.60 |
| 2021-12-31 | $1.1M | 6.4k | 177.58 |
| 2021-09-30 | $719k | 5.1k | 141.51 |
| 2021-06-30 | $619k | 4.5k | 136.96 |
| 2021-03-31 | $591k | 4.8k | 122.16 |
| 2020-12-31 | $522k | 3.9k | 132.69 |
| 2020-09-30 | $461k | 4.0k | 115.82 |
| 2020-06-30 | $703k | 1.9k | 364.79 |
| 2020-03-31 | $370k | 1.5k | 254.33 |
| 2019-12-31 | $321k | 1.1k | 293.74 |
More positions owned by Financial Synergies Wealth Advisors
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