Apple shares owned by True Wealth Design
Historical chart of True Wealth Design investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by True Wealth Design
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.3k | 254.63 |
| 2025-06-30 | $1.5M | 7.4k | 205.18 |
| 2025-03-31 | $1.6M | 7.2k | 222.13 |
| 2024-12-31 | $1.8M | 7.1k | 250.40 |
| 2024-09-30 | $1.5M | 6.2k | 233.00 |
| 2024-06-30 | $2.1M | 9.8k | 210.61 |
| 2024-03-31 | $1.5M | 8.9k | 171.47 |
| 2023-12-31 | $1.7M | 8.8k | 192.52 |
| 2023-09-30 | $1.4M | 7.9k | 171.20 |
| 2023-06-30 | $1.5M | 7.9k | 193.96 |
| 2023-03-31 | $1.6M | 9.7k | 164.90 |
| 2022-12-31 | $1.3M | 9.7k | 129.93 |