Apple shares owned by Sonoma Private Wealth
Historical chart of Sonoma Private Wealth investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sonoma Private Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Sonoma Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.4M | 14k | 254.62 |
| 2025-06-30 | $2.8M | 14k | 205.18 |
| 2025-03-31 | $3.0M | 14k | 222.13 |
| 2024-12-31 | $1.5M | 6.0k | 250.41 |
| 2024-09-30 | $1.3M | 5.5k | 233.02 |
| 2024-06-30 | $1.2M | 5.7k | 210.63 |
| 2024-03-31 | $976k | 5.7k | 171.48 |
| 2023-12-31 | $1.3M | 6.8k | 192.54 |
| 2023-09-30 | $1.2M | 6.9k | 171.21 |
| 2023-06-30 | $1.3M | 6.9k | 193.96 |
| 2023-03-31 | $1.2M | 7.0k | 164.91 |
| 2022-12-31 | $628k | 4.8k | 129.93 |