Apple shares owned by TrueWealth Advisors
Historical chart of TrueWealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TrueWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by TrueWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 12k | 233.00 |
| 2024-06-30 | $2.7M | 13k | 210.62 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
| 2023-12-31 | $2.3M | 12k | 192.53 |
| 2023-09-30 | $2.1M | 13k | 171.21 |
| 2023-06-30 | $2.4M | 12k | 193.97 |
| 2023-03-31 | $2.1M | 13k | 164.91 |
| 2022-12-31 | $1.7M | 13k | 129.93 |
| 2022-09-30 | $1.8M | 13k | 138.22 |
| 2022-06-30 | $1.8M | 13k | 136.73 |
| 2022-03-31 | $2.2M | 14k | 159.46 |
| 2021-12-31 | $2.1M | 12k | 177.55 |
| 2021-09-30 | $1.1M | 8.1k | 141.54 |
| 2021-06-30 | $1.1M | 8.2k | 137.01 |
| 2021-03-31 | $1.1M | 8.2k | 133.08 |
| 2020-12-31 | $839k | 6.5k | 129.00 |