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
Download as csv Download as ExcelQuarterly 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 |