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Showing 8 of 30 quarters

Position history for MONETA GROUP INVESTMENT ADVISORS LLCMONETA GROUP INVESTMENT ADVISORS LLC's holdings in APPLE INC

Current Value

$215.5M

Current Shares

744,798

Total Value Change

+$68.5M

Total Shares Change

+113,820

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
744,798
+5.0%
$215.5M1.6%$289.11
51
2026-Q1
Increased
709,322
+1.1%
$180M1.4%$263.75
48
2025-Q4
Decreased
701,224
-7.8%
$190.6M1.4%$272.82
0
2025-Q3
Increased
760,672
+5.9%
$193.7M1.5%$253.95
51
2025-Q2
Increased
718,068
+14.6%
$147.3M1.8%$200.47
55
2025-Q1
Decreased
626,839
-2.1%
$139.2M1.9%$216.95
0
2024-Q4
Increased
640,275
+1.5%
$160.3M2.2%$250.83
53
2024-Q3
Increased
630,978
+1.1%
$147M2.1%$226.30
52

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