Apple shares owned by Wealth Group
Historical chart of Wealth Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 8.3k | 254.63 |
| 2025-06-30 | $1.7M | 8.5k | 205.17 |
| 2025-03-31 | $1.9M | 8.5k | 222.13 |
| 2024-12-31 | $2.0M | 7.9k | 250.42 |
| 2024-09-30 | $2.0M | 8.4k | 233.00 |
| 2024-06-30 | $1.9M | 8.9k | 210.62 |
| 2024-03-31 | $1.6M | 8.6k | 183.05 |
| 2023-12-31 | $1.6M | 8.6k | 189.30 |