Apple shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $45M | 195k | 233.00 |
| 2024-06-30 | $45M | 212k | 210.62 |
| 2024-03-31 | $36M | 207k | 171.48 |
| 2023-12-31 | $40M | 209k | 192.53 |
| 2023-09-30 | $34M | 197k | 171.21 |
| 2023-06-30 | $37M | 191k | 193.97 |
| 2023-03-31 | $31M | 187k | 164.90 |
| 2022-12-31 | $25M | 189k | 129.93 |
| 2022-09-30 | $27M | 192k | 138.20 |
| 2022-06-30 | $26M | 191k | 136.73 |
| 2022-03-31 | $34M | 192k | 174.61 |
| 2021-12-31 | $35M | 199k | 177.57 |
| 2021-09-30 | $27M | 190k | 141.52 |
| 2021-06-30 | $27M | 195k | 136.96 |
| 2021-03-31 | $24M | 198k | 122.15 |
| 2020-12-31 | $26M | 196k | 132.69 |