Apple shares owned by Beacon Financial Advisory
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Beacon Financial Advisory
from 13F filings
Historical chart of Beacon Financial Advisory investment in Apple
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Quarterly reported holdings in Apple by Beacon Financial Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.3M | 31k | 233.00 |
| 2024-06-30 | $7.3M | 35k | 210.62 |
| 2024-03-31 | $4.9M | 28k | 171.48 |
| 2023-12-31 | $6.8M | 35k | 192.53 |
| 2023-09-30 | $5.9M | 34k | 171.21 |
| 2023-06-30 | $6.6M | 34k | 193.97 |
| 2023-03-31 | $5.7M | 35k | 164.90 |
| 2022-12-31 | $5.3M | 40k | 129.93 |
| 2022-09-30 | $6.7M | 48k | 138.21 |
| 2022-06-30 | $7.0M | 51k | 136.71 |
| 2022-03-31 | $9.0M | 52k | 174.61 |
| 2021-12-31 | $9.1M | 51k | 177.57 |
| 2021-09-30 | $6.6M | 47k | 141.49 |
| 2021-06-30 | $6.1M | 45k | 136.96 |
| 2021-03-31 | $6.3M | 52k | 122.15 |
| 2020-12-31 | $6.5M | 49k | 132.69 |
| 2020-09-30 | $4.7M | 41k | 115.79 |
| 2020-06-30 | $2.5M | 6.7k | 364.66 |
| 2020-03-31 | $1.6M | 6.5k | 254.21 |
| 2019-12-31 | $2.2M | 7.4k | 293.54 |