Apple shares owned by SOA Wealth Advisors
Historical chart of SOA Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by SOA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $58M | 267k | 217.87 |
| 2025-06-30 | $47M | 268k | 175.68 |
| 2025-03-31 | $50M | 270k | 185.46 |
| 2024-12-31 | $60M | 239k | 250.42 |
| 2024-09-30 | $56M | 242k | 233.00 |
| 2024-06-30 | $52M | 246k | 210.62 |
| 2024-03-31 | $44M | 254k | 171.48 |
| 2023-12-31 | $49M | 257k | 192.53 |
| 2023-09-30 | $44M | 258k | 171.21 |
| 2023-06-30 | $50M | 259k | 193.97 |
| 2023-03-31 | $44M | 264k | 164.90 |
| 2022-12-31 | $35M | 268k | 129.93 |
| 2022-09-30 | $38M | 273k | 138.20 |
| 2022-06-30 | $38M | 277k | 136.72 |
| 2022-03-31 | $49M | 281k | 174.61 |
| 2021-12-31 | $49M | 275k | 178.20 |
| 2021-09-30 | $40M | 286k | 141.50 |
| 2021-06-30 | $38M | 278k | 136.96 |
| 2021-03-31 | $33M | 269k | 122.15 |
| 2020-12-31 | $36M | 268k | 135.39 |