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Apple shares owned by Worth Financial Advisory Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Worth Financial Advisory Group from 13F filings

Historical chart of Worth Financial Advisory Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Worth Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.1M 39k 233.00
2024-06-30 $5.5M 26k 210.62
2024-03-31 $4.5M 26k 171.48
2023-12-31 $4.8M 25k 192.53
2023-09-30 $4.3M 25k 171.21
2023-06-30 $4.7M 24k 193.97
2023-03-31 $4.1M 25k 164.90
2022-12-31 $3.1M 24k 129.93