Apple shares owned by Vista Private Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Vista Private Wealth Partners
from 13F filings
Historical chart of Vista Private Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Vista Private Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Vista Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.8M | 18k | 205.17 |
| 2025-06-30 | $3.8M | 18k | 205.17 |
| 2025-03-31 | $2.4M | 11k | 222.12 |
| 2024-12-31 | $892k | 3.6k | 250.44 |
| 2024-09-30 | $874k | 4.1k | 210.64 |
| 2024-06-30 | $874k | 4.1k | 210.64 |
| 2024-03-31 | $743k | 4.4k | 169.71 |
| 2023-09-30 | $771k | 4.4k | 173.31 |
| 2023-06-30 | $770k | 4.0k | 191.03 |
| 2023-03-31 | $709k | 4.1k | 173.41 |
| 2022-12-31 | $683k | 5.3k | 129.94 |
| 2022-09-30 | $823k | 5.8k | 142.49 |
| 2022-06-30 | $804k | 5.8k | 137.55 |
| 2022-03-31 | $1.0M | 5.8k | 174.31 |
| 2021-12-31 | $1.3M | 7.2k | 181.89 |
| 2021-09-30 | $907k | 6.4k | 141.54 |
| 2021-06-30 | $801k | 5.9k | 136.74 |
| 2021-03-31 | $737k | 6.4k | 115.83 |
| 2020-12-31 | $812k | 6.3k | 129.44 |
| 2020-09-30 | $737k | 6.4k | 115.83 |
| 2020-06-30 | $602k | 1.6k | 365.07 |
| 2020-03-31 | $250k | 1.0k | 243.90 |
| 2019-12-31 | $367k | 1.2k | 300.57 |
| 2019-09-30 | $281k | 1.2k | 226.95 |
| 2019-06-30 | $268k | 1.3k | 211.36 |
| 2019-03-31 | $389k | 2.0k | 199.08 |
| 2018-12-31 | $336k | 2.0k | 169.95 |
| 2018-09-30 | $367k | 1.9k | 191.35 |
| 2018-03-31 | $304k | 1.6k | 188.59 |
| 2017-12-31 | $242k | 1.4k | 171.88 |
| 2017-09-30 | $329k | 1.9k | 176.41 |
More positions owned by Vista Private Wealth Partners
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