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Apple shares owned by Goldstein Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Goldstein Advisors from 13F filings

Historical chart of Goldstein Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Goldstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $6.2M 32k 192.53
2023-09-30 $5.5M 32k 171.21
2023-06-30 $6.3M 32k 193.97
2023-03-31 $5.3M 32k 164.90
2022-12-31 $4.2M 32k 129.93

More positions owned by Goldstein Advisors

Ishares Tr Core S&p Ttl Stk (ITOT)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Victory Portfolios Ii Core Intermediat (UITB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
J P Morgan Exchange Traded F Diversfed Rtrn (JPME)
J P Morgan Exchange Traded F Equity Premium (JEPI)
American Centy Etf Tr Diversified Mu (TAXF)
J P Morgan Exchange Traded F Active Growth (JGRO)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Total (IXUS)

View all positions for Goldstein Advisors

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple