Apple shares owned by Ballast Advisors
Historical chart of Ballast Advisors investment in Apple
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All positions including Apple held by Ballast Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Ballast Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $24M | 103k | 233.00 |
| 2024-06-30 | $24M | 115k | 210.62 |
| 2024-03-31 | $20M | 114k | 171.48 |
| 2023-12-31 | $23M | 117k | 192.53 |
| 2023-09-30 | $22M | 128k | 171.21 |
| 2023-06-30 | $27M | 141k | 193.97 |
| 2023-03-31 | $24M | 143k | 164.90 |
| 2022-12-31 | $18M | 140k | 129.93 |
| 2022-09-30 | $19M | 137k | 138.20 |
| 2022-06-30 | $19M | 137k | 136.72 |
| 2022-03-31 | $24M | 137k | 174.61 |
| 2021-12-31 | $24M | 135k | 177.57 |
| 2021-09-30 | $20M | 139k | 141.50 |
| 2021-06-30 | $19M | 139k | 136.96 |
| 2021-03-31 | $17M | 139k | 122.15 |
| 2020-12-31 | $18M | 137k | 132.69 |
| 2020-09-30 | $16M | 137k | 115.81 |
| 2020-06-30 | $12M | 33k | 364.80 |
| 2020-03-31 | $8.5M | 33k | 254.28 |
| 2019-12-31 | $9.8M | 34k | 293.65 |