Apple shares owned by Triad Wealth Partners
Historical chart of Triad Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Triad Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $14M | 55k | 254.63 |
| 2025-06-30 | $6.2M | 30k | 205.17 |
| 2025-03-31 | $5.6M | 25k | 222.13 |
| 2024-12-31 | $5.9M | 24k | 250.42 |
| 2024-09-30 | $4.4M | 19k | 233.00 |
| 2024-06-30 | $2.5M | 12k | 210.62 |
| 2024-03-31 | $1.4M | 8.0k | 171.48 |