Apple shares owned by PCG Wealth Advisors
Historical chart of PCG Wealth Advisors investment in Apple
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All positions including Apple held by PCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by PCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.64 |
| 2025-06-30 | $2.1M | 10k | 205.17 |
| 2025-03-31 | $2.2M | 10k | 222.14 |
| 2024-12-31 | $2.5M | 10k | 250.43 |
| 2024-09-30 | $2.3M | 10k | 232.99 |
| 2024-06-30 | $2.0M | 9.4k | 210.63 |
| 2024-03-31 | $1.5M | 8.5k | 171.49 |
| 2023-12-31 | $1.6M | 8.2k | 192.52 |
| 2023-09-30 | $1.4M | 8.0k | 171.23 |
| 2023-06-30 | $1.4M | 7.4k | 193.98 |
| 2023-03-31 | $1.2M | 7.0k | 164.92 |
| 2022-12-31 | $994k | 7.7k | 129.94 |
| 2022-09-30 | $2.1M | 15k | 138.23 |
| 2022-06-30 | $1.0M | 7.6k | 136.69 |
| 2022-03-31 | $1.3M | 7.7k | 174.55 |
| 2021-12-31 | $848k | 4.8k | 177.82 |