Apple shares owned by Beacon Financial Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Beacon Financial Planning
from 13F filings
Historical chart of Beacon Financial Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Beacon Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Beacon Financial Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $1.0M | 6.0k | 171.47 |
2023-12-31 | $1.0M | 5.4k | 192.53 |
2023-09-30 | $926k | 5.4k | 171.22 |
2023-06-30 | $1.1M | 5.5k | 193.97 |
2023-03-31 | $808k | 4.9k | 164.89 |
2022-12-31 | $619k | 4.8k | 129.92 |