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
Download as csv Download as ExcelQuarterly reported holdings in Apple by Sonoma Private Wealth
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |