Apple shares owned by Swan Wealth Advisors
Historical chart of Swan Wealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Swan Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Swan Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $918k | 3.6k | 254.63 |
| 2025-06-30 | $671k | 3.3k | 205.17 |
| 2025-03-31 | $580k | 2.6k | 222.13 |
| 2024-12-31 | $445k | 1.8k | 250.42 |
| 2024-09-30 | $240k | 1.0k | 233.00 |
| 2024-06-30 | $257k | 1.2k | 210.62 |