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Apple shares owned by Joule Financial

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Apple

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All positions including Apple held by Joule Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Joule Financial

Quarter filed Position value Share count Share price at filing
2024-03-31 $471k 2.7k 171.46
2023-12-31 $690k 3.6k 192.56
2023-09-30 $1.3M 7.8k 171.20
2023-06-30 $1.3M 6.6k 193.96
2023-03-31 $1.2M 7.1k 164.90
2022-12-31 $363k 2.8k 129.92
2022-09-30 $392k 2.8k 138.22
2022-06-30 $376k 2.8k 136.63