Apple shares owned by Waterford Advisors
Historical chart of Waterford Advisors investment in Apple
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All positions including Apple held by Waterford Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Waterford Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.3k | 254.64 |
| 2025-06-30 | $1.7M | 277k | 6.17 |
| 2025-03-31 | $1.8M | 8.3k | 222.14 |
| 2024-12-31 | $2.1M | 8.4k | 250.43 |
| 2024-09-30 | $2.0M | 8.4k | 233.01 |
| 2024-06-30 | $1.8M | 8.4k | 210.62 |
| 2024-03-31 | $1.4M | 8.3k | 171.48 |
| 2023-09-30 | $1.4M | 8.4k | 171.21 |
| 2023-06-30 | $1.6M | 8.3k | 194.01 |
| 2023-03-31 | $1.4M | 8.4k | 164.86 |
| 2022-12-31 | $1.1M | 8.7k | 129.89 |