Apple shares owned by Bernardo Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Bernardo Wealth Planning
from 13F filings
Historical chart of Bernardo Wealth Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Bernardo Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Bernardo Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $9.5M | 41k | 232.14 |
| 2024-06-30 | $8.4M | 40k | 210.62 |
| 2024-03-31 | $6.6M | 38k | 171.48 |
| 2023-12-31 | $7.3M | 38k | 192.53 |
| 2023-09-30 | $6.4M | 37k | 171.21 |
| 2023-06-30 | $7.2M | 37k | 193.97 |
| 2023-03-31 | $6.3M | 38k | 164.90 |
| 2022-12-31 | $5.1M | 39k | 129.93 |
| 2022-09-30 | $5.8M | 40k | 147.25 |
| 2022-06-30 | $5.4M | 39k | 136.71 |
| 2022-03-31 | $6.8M | 38k | 177.56 |
| 2021-12-31 | $6.8M | 38k | 177.56 |
| 2021-09-30 | $4.8M | 34k | 141.50 |
| 2021-06-30 | $4.5M | 33k | 136.96 |
| 2021-03-31 | $4.0M | 32k | 122.14 |
| 2020-12-31 | $24M | 183k | 132.69 |
| 2020-09-30 | $20M | 176k | 115.81 |
| 2020-06-30 | $16M | 43k | 364.79 |
| 2020-03-31 | $11M | 43k | 254.28 |
| 2019-12-31 | $12M | 42k | 293.65 |
| 2019-09-30 | $9.4M | 42k | 223.95 |
| 2019-06-30 | $8.7M | 44k | 197.92 |
| 2019-03-31 | $9.4M | 50k | 189.95 |
| 2018-12-31 | $7.1M | 45k | 157.73 |