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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

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Synergy Financial Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
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