Apple shares owned by Simplicity Wealth
Historical chart of Simplicity Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Simplicity Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Simplicity Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $28M | 111k | 254.63 |
| 2025-06-30 | $33M | 161k | 205.17 |
| 2025-03-31 | $21M | 93k | 222.13 |
| 2024-12-31 | $11M | 42k | 250.42 |
| 2024-09-30 | $13M | 57k | 233.00 |
| 2024-06-30 | $136M | 645k | 210.62 |
| 2024-03-31 | $114M | 664k | 171.40 |
| 2023-12-31 | $1.1M | 5.5k | 192.53 |
| 2023-09-30 | $411k | 2.4k | 171.20 |
| 2023-06-30 | $588k | 3.0k | 193.95 |
| 2023-03-31 | $655k | 4.0k | 164.92 |
| 2022-12-31 | $581k | 4.5k | 129.93 |
| 2022-09-30 | $1.1M | 8.2k | 138.26 |
| 2022-06-30 | $747k | 5.5k | 136.71 |
| 2022-03-31 | $1.1M | 6.3k | 174.61 |
| 2021-12-31 | $1.0M | 5.8k | 177.65 |