Beta Wealth Group, Inc.'s ownership history for AAPL

Beta Wealth Group, Inc. currently holds 19.2K shares with a market value of $5.2M. It started holding AAPL on 2024-09-30. At its peak, it held 21.9K shares on 2025-06-30. Its highest holding value was $5.3M on 2025-09-30. At its lowest, it held 19.2K shares on 2025-12-31, with a value of $4.3M on 2025-03-31. In the recent 180 days, Beta Wealth Group, Inc. has decreased its shares by 2.7K. In the recent year, Beta Wealth Group, Inc. has decreased its shares by 1.6K.