Apple shares owned by Valued Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Valued Wealth Advisors
from 13F filings
Historical chart of Valued Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Valued Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $877k | 3.4k | 254.66 |
| 2025-06-30 | $689k | 3.4k | 205.14 |
| 2025-03-31 | $803k | 3.6k | 222.13 |
| 2024-12-31 | $1.1M | 4.3k | 250.44 |
| 2024-09-30 | $916k | 3.9k | 233.01 |
| 2024-06-30 | $738k | 3.5k | 210.62 |
| 2024-03-31 | $623k | 3.6k | 171.49 |