Apple shares owned by TSA Wealth Managment
Historical chart of TSA Wealth Managment investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by TSA Wealth Managment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by TSA Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 6.8k | 254.64 |
| 2025-06-30 | $1.3M | 6.1k | 205.17 |
| 2025-03-31 | $1.2M | 5.4k | 222.13 |
| 2024-12-31 | $1.3M | 5.3k | 250.41 |
| 2024-09-30 | $1.2M | 5.3k | 232.98 |
| 2024-06-30 | $1.0M | 5.0k | 210.64 |
| 2024-03-31 | $679k | 4.0k | 171.49 |
| 2023-12-31 | $760k | 3.9k | 192.53 |