Apple shares owned by Wealth Forward
Historical chart of Wealth Forward investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Forward consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Wealth Forward
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 13k | 254.63 |
| 2025-06-30 | $2.6M | 13k | 205.17 |
| 2025-03-31 | $2.7M | 12k | 222.13 |
| 2024-12-31 | $3.1M | 12k | 250.42 |
| 2024-09-30 | $2.9M | 13k | 233.00 |
| 2024-06-30 | $2.5M | 12k | 210.62 |
| 2024-03-31 | $2.0M | 12k | 171.48 |
| 2023-12-31 | $2.3M | 12k | 192.53 |