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Provenance Wealth Advisors, LLC → AAPL
Provenance Wealth Advisors, LLC AAPL Position History
Apple Inc. • Technology
Quarters held
6
Latest value
$22K
Q3 2026
Peak value
$52.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $10.7M |
| Q4 2025 | $10.3M |
| Q1 2026 | $10M |
| Q2 2026 | $11.6M |
| Q3 2026 | $52.7M |
| Q3 2026 | $22K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $22K | 272 | — | — |
| Q3 2026 | $52.7M | 158.4K | — | — |
| Q2 2026 | $11.6M | 40.2K | — | — |
| Q1 2026 | $10M | 39.3K | — | — |
| Q4 2025 | $10.3M | 37.8K | — | — |
| Q3 2025 | $10.7M | 42.0K | — | — |
Other funds holding AAPL
$347.7B
$320B
$295.5B
$275.6B
$178B
$178B
$164.2B
$152.9B