Apple shares owned by SFG Wealth Management
Historical chart of SFG Wealth Management investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by SFG Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by SFG Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 11k | 254.63 |
| 2025-06-30 | $2.5M | 12k | 205.18 |
| 2025-03-31 | $2.8M | 13k | 222.12 |
| 2024-12-31 | $3.4M | 14k | 250.42 |
| 2024-09-30 | $3.2M | 14k | 233.00 |
| 2024-06-30 | $2.9M | 14k | 210.62 |
| 2024-03-31 | $2.4M | 14k | 171.48 |
| 2023-12-31 | $3.0M | 15k | 192.53 |
| 2023-09-30 | $2.6M | 15k | 171.20 |
| 2023-06-30 | $3.0M | 16k | 193.97 |
| 2023-03-31 | $1.9M | 12k | 164.90 |
| 2022-12-31 | $1.5M | 12k | 129.93 |
| 2022-09-30 | $1.7M | 13k | 138.21 |
| 2022-06-30 | $1.8M | 13k | 136.68 |
| 2022-03-31 | $2.3M | 13k | 174.64 |
| 2021-12-31 | $2.3M | 13k | 177.59 |