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Apple shares owned by Tandem Wealth Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Tandem Wealth Advisors from 13F filings

Historical chart of Tandem Wealth Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Tandem Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Tandem Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 4.6k 233.00
2024-06-30 $965k 4.6k 210.62
2024-03-31 $786k 4.6k 171.48
2023-12-31 $876k 4.6k 192.53
2023-09-30 $782k 4.6k 171.21
2023-06-30 $915k 4.7k 193.97
2023-03-31 $812k 4.9k 164.90
2022-12-31 $827k 6.4k 129.93