Apple shares owned by Navis Wealth Advisors
Historical chart of Navis Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Navis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Navis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $713k | 2.8k | 254.63 |
| 2025-06-30 | $568k | 2.8k | 205.17 |
| 2025-03-31 | $554k | 2.5k | 222.13 |
| 2024-12-31 | $598k | 2.4k | 250.42 |
| 2024-09-30 | $542k | 2.3k | 233.00 |
| 2024-06-30 | $453k | 2.2k | 210.62 |
| 2024-03-31 | $337k | 2.0k | 171.48 |
| 2023-12-31 | $385k | 2.0k | 192.53 |
| 2023-09-30 | $350k | 2.0k | 171.21 |
| 2023-06-30 | $397k | 2.0k | 193.97 |
| 2021-12-31 | $261k | 1.5k | 177.55 |
| 2021-09-30 | $215k | 1.5k | 141.73 |
| 2021-06-30 | $208k | 1.5k | 137.11 |
| 2021-03-31 | $257k | 2.1k | 122.09 |
| 2020-12-31 | $302k | 2.3k | 132.75 |