Apple shares owned by Portside Wealth Group
Historical chart of Portside Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Portside Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.6M | 38k | 254.63 |
| 2025-06-30 | $7.0M | 34k | 205.17 |
| 2025-03-31 | $12M | 53k | 222.13 |
| 2024-12-31 | $16M | 64k | 250.42 |
| 2024-09-30 | $15M | 63k | 233.00 |
| 2024-06-30 | $7.2M | 34k | 210.62 |
| 2024-03-31 | $5.9M | 34k | 171.48 |
| 2023-12-31 | $6.5M | 34k | 192.53 |
| 2023-09-30 | $6.2M | 36k | 171.18 |
| 2023-06-30 | $7.3M | 38k | 193.97 |