Wade Financial Advisory, Inc / AAPL
Wade Financial Advisory, Inc’s Apple Inc Position
Does Wade Financial Advisory, Inc own Apple Inc (AAPL)? Yes — 15.6K shares worth $3M (+1.19% of its 13F portfolio) as of Q1 2025, down from 16.3K shares the prior filed quarter.
Position Value
$3M
Q1 2025
Shares
15.6K
% of Portfolio
+1.19%
Quarters Held
21
currently held
Position History AAPL
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 15.6K | $3M | +1.19% |
| Q4 2024 | 16.3K | $4M | +1.38% |
| Q3 2024 | 16.5K | $4M | +1.29% |
| Q2 2024 | 16.9K | $4M | +1.28% |
| Q1 2024 | 18.1K | $3M | +1.13% |
| Q4 2023 | 18.8K | $4M | +1.37% |
| Q3 2023 | 19.8K | $3M | +1.45% |
| Q2 2023 | 21.2K | $4M | +1.63% |
| Q1 2023 | 21.9K | $4M | +1.52% |
| Q4 2022 | 21.7K | $3M | +1.27% |
| Q3 2022 | 21.9K | $3M | +1.52% |
| Q2 2022 | 22.5K | $3M | +1.46% |
| Q1 2022 | 22.7K | $4M | +1.70% |
| Q4 2021 | 23.3K | $4M | +2.15% |
| Q3 2021 | 23.8K | $3M | +1.90% |
| Q2 2021 | 29.6K | $4M | +2.23% |
| Q1 2021 | 21.0K | $3M | +1.62% |
| Q3 2020 | 22.9K | $3M | +2.09% |
| Q2 2020 | 5.8K | $2M | +1.83% |
| Q1 2020 | 5.2K | $1M | +1.32% |
| Q4 2019 | 5.4K | $2M | +1.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wade Financial Advisory, Inc’s full portfolio or all institutional holders of AAPL.