Apple shares owned by WCG Wealth Advisors
Historical chart of WCG Wealth Advisors investment in Apple
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All positions including Apple held by WCG Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $45M | 177k | 254.63 |
| 2025-06-30 | $39M | 188k | 205.17 |
| 2025-03-31 | $42M | 187k | 222.13 |
| 2024-12-31 | $48M | 190k | 250.42 |
| 2024-09-30 | $46M | 199k | 233.00 |
| 2024-06-30 | $42M | 198k | 210.62 |
| 2024-03-31 | $30M | 175k | 171.48 |
| 2023-12-31 | $44M | 229k | 192.53 |
| 2023-09-30 | $41M | 240k | 171.31 |
| 2023-03-31 | $15M | 89k | 164.89 |
| 2022-12-31 | $11M | 83k | 129.93 |
| 2022-09-30 | $12M | 84k | 138.19 |
| 2022-06-30 | $11M | 81k | 139.14 |