Apple shares owned by Wade Financial Advisory
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Wade Financial Advisory
from 13F filings
Historical chart of Wade Financial Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Apple by Wade Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.8M | 17k | 233.00 |
| 2024-06-30 | $3.6M | 17k | 210.62 |
| 2024-03-31 | $3.1M | 18k | 171.48 |
| 2023-12-31 | $3.6M | 19k | 192.53 |
| 2023-09-30 | $3.4M | 20k | 171.18 |
| 2023-06-30 | $4.1M | 21k | 193.80 |
| 2023-03-31 | $3.6M | 22k | 164.84 |
| 2022-12-31 | $2.8M | 22k | 129.93 |
| 2022-09-30 | $3.0M | 22k | 138.19 |
| 2022-06-30 | $3.1M | 23k | 136.74 |
| 2022-03-31 | $4.0M | 23k | 174.62 |
| 2021-12-31 | $4.1M | 23k | 177.56 |
| 2021-09-30 | $3.4M | 24k | 141.48 |
| 2021-06-30 | $4.1M | 30k | 136.98 |
| 2021-03-31 | $2.6M | 21k | 122.16 |
| 2020-12-31 | $2.8M | 21k | 132.67 |
| 2020-09-30 | $2.6M | 23k | 115.80 |
| 2020-06-30 | $2.1M | 5.8k | 364.75 |
| 2020-03-31 | $1.3M | 5.2k | 254.29 |
| 2019-12-31 | $1.6M | 5.4k | 293.68 |