Apple shares owned by Us Financial Advisors
Historical chart of Us Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Us Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Us Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $8.6M | 39k | 222.13 |
| 2024-12-31 | $3.5M | 14k | 250.42 |
| 2024-09-30 | $3.2M | 14k | 233.00 |
| 2024-06-30 | $3.1M | 15k | 210.62 |
| 2024-03-31 | $2.6M | 15k | 171.48 |
| 2023-12-31 | $2.9M | 15k | 192.53 |
| 2023-09-30 | $2.3M | 14k | 171.21 |
| 2023-06-30 | $2.8M | 14k | 193.97 |
| 2023-03-31 | $2.4M | 14k | 164.90 |
| 2022-12-31 | $1.8M | 14k | 129.93 |
| 2022-09-30 | $1.8M | 13k | 138.19 |
| 2022-06-30 | $1.6M | 11k | 136.73 |
| 2022-03-31 | $2.0M | 11k | 174.65 |
| 2021-12-31 | $2.0M | 11k | 177.54 |
| 2021-09-30 | $1.5M | 11k | 141.47 |
| 2021-06-30 | $1.5M | 11k | 136.92 |
| 2021-03-31 | $2.0M | 17k | 122.18 |
| 2020-12-31 | $2.3M | 17k | 132.69 |
| 2016-03-31 | $216k | 2.0k | 109.20 |
| 2015-12-31 | $779k | 7.4k | 105.39 |
| 2015-09-30 | $552k | 5.0k | 110.27 |
| 2015-06-30 | $472k | 6.5k | 72.75 |
| 2015-03-31 | $808k | 6.5k | 124.44 |
| 2014-12-31 | $714k | 6.5k | 110.32 |