Apple shares owned by Source Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Source Financial Advisors
from 13F filings
Historical chart of Source Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Source Financial Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Source Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.3M | 19k | 171.48 |
| 2023-12-31 | $4.3M | 22k | 192.53 |
| 2023-09-30 | $3.9M | 23k | 171.21 |
| 2023-06-30 | $4.3M | 22k | 193.97 |
| 2023-03-31 | $3.6M | 22k | 164.90 |
| 2022-12-31 | $3.0M | 23k | 129.93 |
| 2022-09-30 | $2.9M | 21k | 138.19 |
| 2022-06-30 | $2.6M | 19k | 136.69 |
| 2022-03-31 | $3.3M | 19k | 174.58 |
| 2021-12-31 | $3.1M | 17k | 177.57 |
| 2021-09-30 | $2.5M | 18k | 141.40 |
| 2021-06-30 | $2.4M | 17k | 137.14 |
| 2021-03-31 | $2.0M | 17k | 122.12 |
| 2020-12-31 | $2.0M | 15k | 132.69 |