Apple shares owned by ShankerValleau Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by ShankerValleau Wealth Advisors
from 13F filings
Historical chart of ShankerValleau Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by ShankerValleau Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.8M | 11k | 250.42 |
| 2024-09-30 | $1.2M | 5.1k | 233.00 |
| 2024-06-30 | $1.1M | 5.1k | 210.62 |
| 2024-03-31 | $749k | 4.4k | 171.48 |
| 2023-12-31 | $822k | 4.3k | 192.53 |
| 2023-09-30 | $622k | 3.6k | 171.21 |
| 2023-06-30 | $705k | 3.6k | 193.97 |
| 2023-03-31 | $408k | 2.5k | 164.90 |
| 2022-12-31 | $321k | 2.5k | 129.93 |
| 2022-09-30 | $341k | 2.5k | 138.00 |
| 2022-06-30 | $248k | 1.8k | 136.87 |
| 2022-03-31 | $316k | 1.8k | 174.39 |
| 2021-12-31 | $322k | 1.8k | 177.70 |
More positions owned by ShankerValleau Wealth Advisors
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