Apple shares owned by Peak Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Peak Financial Advisors
from 13F filings
Historical chart of Peak Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Peak Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 20k | 171.48 |
| 2023-12-31 | $3.4M | 18k | 192.53 |
| 2023-09-30 | $2.4M | 14k | 171.21 |
| 2023-06-30 | $2.4M | 12k | 193.97 |
| 2023-03-31 | $2.7M | 16k | 164.90 |
| 2022-12-31 | $671k | 5.2k | 129.93 |
| 2022-09-30 | $730k | 5.3k | 138.13 |
| 2022-06-30 | $725k | 5.3k | 136.77 |
| 2022-03-31 | $984k | 5.6k | 174.62 |
| 2021-12-31 | $1.0M | 5.6k | 177.53 |
| 2021-09-30 | $803k | 5.7k | 141.42 |
| 2021-06-30 | $772k | 5.6k | 136.98 |
| 2021-03-31 | $684k | 5.6k | 122.10 |
| 2020-12-31 | $748k | 5.6k | 132.62 |