Apple shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.7M | 23k | 254.63 |
| 2025-06-30 | $4.6M | 23k | 205.17 |
| 2025-03-31 | $4.0M | 18k | 222.13 |
| 2024-12-31 | $4.7M | 19k | 250.42 |
| 2024-09-30 | $4.3M | 19k | 233.00 |
| 2024-06-30 | $3.8M | 18k | 210.62 |
| 2024-03-31 | $2.9M | 17k | 171.48 |
| 2023-12-31 | $2.5M | 13k | 192.53 |
| 2023-09-30 | $2.1M | 12k | 171.20 |
| 2023-03-31 | $5.7M | 35k | 164.90 |
| 2022-12-31 | $4.8M | 37k | 129.93 |