APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

Phoenix Wealth Advisors's Holding History (CIK: 0001842362)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 33,350 Value ($000) $9,067 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 33,724 Value ($000) $8,587 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 31,195 Value ($000) $6,400 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 32,222 Value ($000) $7,158 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 32,938 Value ($000) $8,248 Avg Close $234.51 Range $218.48 - $258.93
Q3 2024
Shares 30,657 Value ($000) $7,143 Avg Close $221.95 Range $194.68 - $235.63
Q2 2024
Shares 84,096 Value ($000) $17,712 Avg Close $185.12 Range $162.75 - $218.71
Q1 2024
Shares 32,236 Value ($000) $5,528 Avg Close $180.25 Range $167.13 - $194.54
Q4 2023
Shares 31,859 Value ($000) $5,914 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 31,866 Value ($000) $5,456 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 31,567 Value ($000) $6,123 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 32,486 Value ($000) $5,357 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 17,716 Value ($000) $2,302 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 32,860 Value ($000) $4,541 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 33,400 Value ($000) $4,566 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 32,706 Value ($000) $5,620 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 18,937 Value ($000) $3,363 Avg Close $154.71 Range $135.23 - $178.39
Q3 2021
Shares 17,454 Value ($000) $2,470 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 17,496 Value ($000) $2,485 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 17,736 Value ($000) $2,182 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 17,848 Value ($000) $2,368 Avg Close $117.01 Range $104.29 - $135.11