Apple shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 6.9k | 233.00 |
| 2024-06-30 | $861k | 4.1k | 210.62 |
| 2024-03-31 | $701k | 4.1k | 171.48 |
| 2023-12-31 | $896k | 4.7k | 192.53 |
| 2023-09-30 | $796k | 4.7k | 171.20 |