Apple shares owned by Halpern Financial
Historical chart of Halpern Financial investment in Apple
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All positions including Apple held by Halpern Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Halpern Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $736k | 4.3k | 169.65 |
| 2023-12-31 | $830k | 4.5k | 184.25 |
| 2023-09-30 | $837k | 4.9k | 171.21 |
| 2023-06-30 | $1.6M | 8.0k | 193.97 |
| 2023-03-31 | $765k | 4.6k | 164.90 |
| 2022-12-31 | $603k | 4.6k | 129.93 |
| 2022-09-30 | $642k | 4.6k | 138.20 |
| 2022-06-30 | $622k | 4.5k | 136.72 |
| 2022-03-31 | $777k | 4.5k | 174.61 |
| 2021-12-31 | $817k | 4.6k | 177.57 |
| 2021-09-30 | $196k | 1.4k | 141.50 |
| 2021-06-30 | $99k | 719 | 136.96 |
| 2021-03-31 | $88k | 719 | 122.15 |
| 2020-12-31 | $51k | 383 | 132.69 |
| 2020-09-30 | $52k | 448 | 115.81 |
| 2020-06-30 | $49k | 134 | 364.80 |
| 2020-03-31 | $22k | 87 | 254.29 |
| 2019-12-31 | $183k | 624 | 293.71 |