Apple shares owned by Opal Wealth Advisors
Historical chart of Opal Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Opal Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $14M | 58k | 233.00 |
2024-06-30 | $6.7M | 32k | 210.62 |
2024-03-31 | $5.0M | 29k | 171.48 |
2023-12-31 | $5.8M | 30k | 192.53 |
2023-09-30 | $5.0M | 29k | 171.21 |
2023-06-30 | $5.4M | 28k | 193.97 |
2023-03-31 | $2.7M | 16k | 164.90 |
2022-12-31 | $2.1M | 16k | 129.93 |
2022-09-30 | $2.3M | 16k | 138.21 |
2022-06-30 | $2.5M | 19k | 136.73 |
2022-03-31 | $3.2M | 18k | 174.60 |
2021-12-31 | $3.3M | 19k | 177.55 |
2021-09-30 | $2.4M | 17k | 141.50 |
2021-06-30 | $3.6M | 26k | 136.97 |
2021-03-31 | $2.5M | 21k | 122.15 |
2020-12-31 | $2.3M | 17k | 132.72 |