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Apple shares owned by USA Financial Portformulas

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

Historical chart of USA Financial Portformulas investment in Apple

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Apple by USA Financial Portformulas

Quarter filed Position value Share count Share price at filing
2024-03-31 $15k 88 171.48
2023-12-31 $41k 213 192.53
2023-09-30 $337k 2.0k 171.21
2023-06-30 $3.1k 16 194.00
2023-03-31 $2.6k 16 164.88
2022-09-30 $8.0k 61 131.15
2022-06-30 $9.0k 64 140.63
2022-03-31 $10k 57 175.44
2021-12-31 $11k 64 171.88
2021-09-30 $22k 159 138.36
2021-06-30 $11k 81 135.80
2021-03-31 $8.0k 66 121.21
2020-12-31 $2.6M 20k 132.68
2020-09-30 $4.1M 36k 115.80
2020-06-30 $7.7M 21k 364.78
2020-03-31 $5.8M 23k 254.30
2019-12-31 $8.0M 27k 293.65
2018-12-31 $12M 54k 225.74
2018-06-30 $6.6M 40k 167.78
2018-03-31 $6.7M 40k 167.78
2017-12-31 $6.4M 38k 169.22
2017-09-30 $7.1M 46k 154.13
2017-06-30 $9.4M 65k 144.01
2017-03-31 $12M 83k 143.66
2015-06-30 $17M 136k 125.42
2014-12-31 $5.6M 51k 110.38