Apple shares owned by One Wealth Advisors
Historical chart of One Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by One Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by One Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $38M | 219k | 171.48 |
| 2023-09-30 | $28M | 165k | 171.21 |
| 2023-06-30 | $34M | 174k | 193.97 |
| 2023-03-31 | $30M | 179k | 164.90 |
| 2022-12-31 | $24M | 183k | 129.93 |
| 2022-09-30 | $25M | 182k | 138.20 |
| 2022-06-30 | $25M | 181k | 136.72 |
| 2022-03-31 | $30M | 172k | 174.61 |
| 2021-12-31 | $27M | 154k | 177.57 |
| 2021-09-30 | $21M | 148k | 141.50 |
| 2021-06-30 | $17M | 127k | 136.96 |
| 2021-03-31 | $16M | 128k | 122.15 |
| 2020-12-31 | $17M | 131k | 132.69 |
| 2020-09-30 | $16M | 138k | 115.81 |
| 2020-06-30 | $13M | 35k | 364.82 |
| 2020-03-31 | $9.8M | 39k | 254.29 |
| 2019-12-31 | $10M | 35k | 293.65 |
| 2019-09-30 | $8.4M | 38k | 223.97 |
| 2019-06-30 | $9.7M | 49k | 197.91 |
| 2019-03-31 | $1.5M | 7.9k | 190.00 |
| 2018-09-30 | $1.8M | 7.9k | 225.74 |
| 2018-06-30 | $1.8M | 9.9k | 185.15 |
| 2017-12-31 | $1.7M | 9.9k | 169.30 |