Apple shares owned by West Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by West Financial Advisors
from 13F filings
Historical chart of West Financial Advisors investment in Apple
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Quarterly reported holdings in Apple by West Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.7M | 19k | 254.63 |
| 2025-06-30 | $3.7M | 18k | 205.17 |
| 2025-03-31 | $4.0M | 18k | 222.13 |
| 2024-12-31 | $4.6M | 18k | 250.41 |
| 2024-09-30 | $3.2M | 14k | 233.00 |
| 2024-06-30 | $2.8M | 13k | 210.61 |
| 2024-03-31 | $2.2M | 13k | 171.48 |
| 2023-12-31 | $2.4M | 13k | 192.52 |
| 2023-09-30 | $2.2M | 13k | 171.21 |
| 2023-06-30 | $2.5M | 13k | 193.98 |
| 2023-03-31 | $2.3M | 14k | 164.90 |
| 2022-12-31 | $1.7M | 13k | 129.93 |
| 2022-09-30 | $2.1M | 15k | 138.21 |
| 2022-06-30 | $2.1M | 15k | 136.72 |
| 2022-03-31 | $2.7M | 15k | 174.59 |
| 2021-12-31 | $2.7M | 15k | 177.60 |
| 2021-09-30 | $2.2M | 15k | 141.48 |
| 2021-06-30 | $2.1M | 15k | 136.99 |
| 2021-03-31 | $1.9M | 15k | 122.15 |
| 2020-12-31 | $2.0M | 15k | 132.68 |