Apple shares owned by TruWealth Advisors
Historical chart of TruWealth Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TruWealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $30M | 177k | 171.48 |
| 2023-12-31 | $33M | 173k | 192.53 |
| 2023-09-30 | $29M | 171k | 171.21 |
| 2023-06-30 | $32M | 167k | 193.97 |
| 2023-03-31 | $31M | 185k | 164.90 |
| 2022-12-31 | $24M | 183k | 129.93 |
| 2022-09-30 | $25M | 180k | 138.20 |
| 2022-06-30 | $24M | 176k | 136.72 |
| 2022-03-31 | $28M | 163k | 174.61 |
| 2021-12-31 | $28M | 156k | 177.57 |
| 2021-09-30 | $22M | 152k | 141.50 |
| 2021-06-30 | $20M | 149k | 136.96 |
| 2021-03-31 | $18M | 144k | 122.15 |
| 2020-12-31 | $19M | 139k | 132.69 |