Apple shares owned by ROI Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by ROI Financial Advisors
from 13F filings
Historical chart of ROI Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by ROI Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.9M | 39k | 254.63 |
| 2025-06-30 | $8.3M | 40k | 205.17 |
| 2025-03-31 | $9.0M | 41k | 222.13 |
| 2024-12-31 | $10M | 41k | 250.42 |
| 2024-09-30 | $9.8M | 42k | 233.00 |
| 2024-06-30 | $9.1M | 43k | 211.38 |
| 2024-03-31 | $7.4M | 43k | 171.49 |
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