Apple shares owned by Synergy Financial Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Synergy Financial Management
from 13F filings
Historical chart of Synergy Financial Management investment in Apple
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Quarterly reported holdings in Apple by Synergy Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $84M | 328k | 254.63 |
| 2025-06-30 | $33M | 160k | 205.17 |
| 2025-03-31 | $39M | 176k | 222.13 |
| 2024-12-31 | $45M | 183k | 243.85 |
| 2024-09-30 | $40M | 171k | 233.00 |
| 2024-06-30 | $25M | 119k | 210.62 |
| 2024-03-31 | $20M | 115k | 171.48 |
| 2023-12-31 | $16M | 84k | 192.53 |
| 2023-09-30 | $18M | 105k | 171.21 |
| 2023-06-30 | $17M | 86k | 193.97 |
| 2023-03-31 | $14M | 88k | 164.90 |
| 2022-12-31 | $9.4M | 72k | 129.93 |
| 2022-09-30 | $6.5M | 47k | 138.21 |
| 2022-06-30 | $11M | 78k | 136.72 |
| 2022-03-31 | $20M | 116k | 174.61 |
| 2021-12-31 | $19M | 109k | 177.57 |
| 2021-09-30 | $34M | 238k | 141.50 |
| 2021-06-30 | $18M | 130k | 136.96 |
| 2021-03-31 | $13M | 106k | 122.15 |
| 2020-12-31 | $16M | 124k | 132.69 |
More positions owned by Synergy Financial Management
View all positions for Synergy Financial Management