Apple shares owned by Safir Wealth Advisors
Historical chart of Safir Wealth Advisors investment in Apple
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All positions including Apple held by Safir Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Safir Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $306k | 1.2k | 254.63 |
| 2025-06-30 | $246k | 1.2k | 205.17 |
| 2025-03-31 | $267k | 1.2k | 222.13 |
| 2024-12-31 | $301k | 1.2k | 250.42 |
| 2024-09-30 | $280k | 1.2k | 233.00 |
| 2024-06-30 | $253k | 1.2k | 210.62 |
| 2024-03-31 | $206k | 1.2k | 171.48 |
| 2023-12-31 | $231k | 1.2k | 192.53 |
| 2023-09-30 | $206k | 1.2k | 171.21 |
| 2023-06-30 | $233k | 1.2k | 193.97 |
| 2022-03-31 | $210k | 1.2k | 175.00 |
| 2020-12-31 | $176k | 1.3k | 132.43 |