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 |
|---|---|---|---|
| 2025-06-30 | $11M | 51k | 205.17 |
| 2025-03-31 | $17M | 75k | 222.13 |
| 2024-12-31 | $19M | 74k | 250.42 |
| 2024-09-30 | $17M | 74k | 233.00 |
| 2024-06-30 | $16M | 74k | 210.61 |
| 2024-03-31 | $12M | 70k | 171.48 |