Apple shares owned by Oak Family Advisors
Historical chart of Oak Family Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Oak Family Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 19k | 254.63 |
| 2025-06-30 | $4.3M | 21k | 205.17 |
| 2025-03-31 | $5.5M | 25k | 222.13 |
| 2024-12-31 | $5.1M | 21k | 250.42 |
| 2024-09-30 | $5.4M | 23k | 233.00 |
| 2024-06-30 | $4.9M | 23k | 210.62 |
| 2024-03-31 | $3.7M | 21k | 171.48 |
| 2023-12-31 | $4.9M | 26k | 192.53 |
| 2023-09-30 | $5.1M | 30k | 171.21 |
| 2023-06-30 | $6.4M | 33k | 193.97 |
| 2023-03-31 | $6.1M | 37k | 164.90 |
| 2022-12-31 | $5.1M | 40k | 129.93 |
| 2022-09-30 | $5.7M | 41k | 138.19 |
| 2022-06-30 | $5.6M | 41k | 136.71 |
| 2022-03-31 | $6.5M | 37k | 174.62 |
| 2021-12-31 | $7.4M | 42k | 177.57 |
| 2021-09-30 | $5.3M | 37k | 141.51 |
| 2021-06-30 | $4.9M | 36k | 136.96 |
| 2021-03-31 | $4.8M | 40k | 122.15 |
| 2020-12-31 | $5.0M | 38k | 132.68 |