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
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Quarterly reported holdings in Apple by WS Portfolio Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $203k | 700 | 289.36 |
| 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 |