Apple shares owned by Triad Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Triad Financial Advisors
from 13F filings
Historical chart of Triad Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by Triad Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $8.9M | 52k | 171.21 |
| 2023-06-30 | $9.9M | 51k | 193.97 |
| 2023-03-31 | $8.5M | 51k | 164.90 |
| 2022-12-31 | $6.9M | 53k | 129.93 |
| 2022-09-30 | $7.3M | 53k | 138.20 |
| 2022-06-30 | $7.2M | 53k | 136.72 |
| 2022-03-31 | $9.3M | 53k | 174.60 |
| 2021-12-31 | $11M | 63k | 177.58 |