APPLE INC

Ticker: AAPL CUSIP: 037833100 Class: Common Stock

SAX WEALTH ADVISORS, LLC's Holding History (CIK: 0001846150)

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

Q4 2025
Shares 114,994 Value ($000) $31,262 Avg Close $268.34 Range $243.76 - $288.62
Q3 2025
Shares 108,343 Value ($000) $27,587 Avg Close $225.58 Range $201.08 - $257.35
Q2 2025
Shares 103,479 Value ($000) $21,231 Avg Close $201.41 Range $168.63 - $224.42
Q1 2025
Shares 88,774 Value ($000) $19,719 Avg Close $230.77 Range $207.71 - $249.15
Q4 2024
Shares 87,552 Value ($000) $21,925 Avg Close $234.51 Range $218.48 - $258.93
Q2 2024
Shares 54,726 Value ($000) $11,526 Avg Close $185.12 Range $162.75 - $218.71
Q4 2023
Shares 46,371 Value ($000) $8,928 Avg Close $182.81 Range $163.90 - $197.75
Q3 2023
Shares 46,054 Value ($000) $7,885 Avg Close $181.32 Range $165.83 - $195.85
Q2 2023
Shares 45,744 Value ($000) $8,873 Avg Close $172.06 Range $157.65 - $192.15
Q1 2023
Shares 46,062 Value ($000) $7,596 Avg Close $145.49 Range $122.32 - $162.80
Q4 2022
Shares 47,092 Value ($000) $6,119 Avg Close $140.70 Range $124.00 - $154.90
Q3 2022
Shares 56,257 Value ($000) $7,775 Avg Close $154.28 Range $133.24 - $173.24
Q2 2022
Shares 59,451 Value ($000) $8,128 Avg Close $148.64 Range $126.74 - $175.05
Q1 2022
Shares 58,631 Value ($000) $10,237 Avg Close $164.84 Range $147.20 - $179.18
Q4 2021
Shares 67,053 Value ($000) $11,907 Avg Close $154.71 Range $135.23 - $178.39
Q3 2021
Shares 31,827 Value ($000) $4,503 Avg Close $143.90 Range $132.58 - $153.80
Q2 2021
Shares 31,786 Value ($000) $4,353 Avg Close $126.45 Range $119.38 - $134.19
Q1 2021
Shares 34,486 Value ($000) $4,212 Avg Close $125.06 Range $113.29 - $141.24
Q4 2020
Shares 33,773 Value ($000) $4,481 Avg Close $117.01 Range $104.29 - $135.11