Apple shares owned by Regent Peak Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Regent Peak Wealth Advisors
from 13F filings
Historical chart of Regent Peak Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Regent Peak Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Regent Peak Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $26M | 111k | 233.00 |
| 2024-06-30 | $23M | 109k | 210.62 |
| 2024-03-31 | $19M | 110k | 171.48 |
| 2023-12-31 | $21M | 111k | 192.53 |
| 2023-09-30 | $19M | 111k | 171.21 |
| 2023-06-30 | $21M | 110k | 193.97 |
| 2023-03-31 | $19M | 115k | 164.90 |
| 2022-12-31 | $15M | 116k | 129.96 |
| 2022-09-30 | $16M | 116k | 138.19 |
| 2022-06-30 | $16M | 115k | 136.72 |
| 2022-03-31 | $20M | 115k | 174.61 |
| 2021-12-31 | $20M | 113k | 177.57 |
| 2021-09-30 | $16M | 112k | 141.50 |
| 2021-06-30 | $16M | 112k | 145.86 |
| 2021-03-31 | $13M | 108k | 122.15 |
| 2020-12-31 | $14M | 106k | 132.69 |
| 2020-09-30 | $12M | 100k | 115.81 |
| 2020-06-30 | $9.0M | 25k | 364.82 |
| 2020-03-31 | $6.0M | 24k | 254.26 |
| 2019-12-31 | $6.8M | 23k | 293.62 |
More positions owned by Regent Peak Wealth Advisors
View all positions for Regent Peak Wealth Advisors