Apple shares owned by WS Portfolio Advisory
Historical chart of WS Portfolio Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by WS Portfolio Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by WS Portfolio Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $9.9M | 58k | 171.48 |
2023-12-31 | $5.2M | 27k | 192.53 |
2023-09-30 | $8.9M | 52k | 171.21 |
2023-06-30 | $10M | 52k | 193.97 |
2023-03-31 | $13M | 79k | 164.90 |
2022-12-31 | $6.7M | 52k | 129.93 |