Apple shares owned by Phoenix Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Phoenix Wealth Advisors
from 13F filings
Historical chart of Phoenix Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Phoenix Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.6M | 34k | 254.63 |
| 2025-06-30 | $6.4M | 31k | 205.17 |
| 2025-03-31 | $7.2M | 32k | 222.13 |
| 2024-12-31 | $8.2M | 33k | 250.42 |
| 2024-09-30 | $7.1M | 31k | 233.00 |
| 2024-06-30 | $18M | 84k | 210.62 |
| 2024-03-31 | $5.5M | 32k | 171.48 |
| 2023-12-31 | $5.9M | 32k | 185.64 |
| 2023-09-30 | $5.5M | 32k | 171.21 |
| 2023-06-30 | $6.1M | 32k | 193.97 |
| 2023-03-31 | $5.4M | 33k | 164.90 |
| 2022-12-31 | $2.3M | 18k | 129.93 |
| 2022-09-30 | $4.5M | 33k | 138.19 |
| 2022-06-30 | $4.6M | 33k | 136.71 |
| 2022-03-31 | $5.6M | 33k | 171.83 |
| 2021-12-31 | $3.4M | 19k | 177.59 |
| 2021-09-30 | $2.5M | 18k | 141.51 |
| 2021-06-30 | $2.5M | 18k | 142.03 |
| 2021-03-31 | $2.2M | 18k | 123.03 |
| 2020-12-31 | $2.4M | 18k | 132.68 |