Apple shares owned by IVC Wealth Advisors
Historical chart of IVC Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by IVC 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 IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $15M | 64k | 233.00 |
| 2024-06-30 | $14M | 68k | 210.62 |
| 2024-03-31 | $12M | 69k | 171.48 |
| 2023-12-31 | $14M | 71k | 192.53 |
| 2023-09-30 | $12M | 72k | 171.21 |
| 2023-06-30 | $14M | 73k | 193.97 |
| 2023-03-31 | $12M | 74k | 164.90 |
| 2022-12-31 | $9.8M | 75k | 129.93 |
| 2022-09-30 | $11M | 76k | 138.21 |
| 2022-06-30 | $11M | 77k | 136.72 |
| 2022-03-31 | $14M | 79k | 174.61 |
| 2021-12-31 | $14M | 80k | 177.57 |
| 2021-09-30 | $12M | 86k | 141.50 |
| 2021-06-30 | $12M | 84k | 136.96 |
| 2021-03-31 | $10M | 85k | 122.15 |
| 2020-12-31 | $12M | 89k | 132.69 |