Apple shares owned by Bogart Wealth
Historical chart of Bogart Wealth investment in Apple
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All positions including Apple held by Bogart Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Bogart Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 125k | 233.00 |
| 2024-06-30 | $27M | 126k | 210.62 |
| 2024-03-31 | $21M | 120k | 171.48 |
| 2023-12-31 | $21M | 107k | 192.53 |
| 2023-09-30 | $19M | 109k | 171.21 |
| 2023-06-30 | $22M | 113k | 193.97 |
| 2023-03-31 | $18M | 106k | 164.90 |
| 2022-12-31 | $13M | 100k | 129.93 |
| 2022-09-30 | $12M | 88k | 138.20 |
| 2022-06-30 | $11M | 77k | 136.72 |
| 2022-03-31 | $12M | 66k | 174.62 |
| 2021-12-31 | $13M | 70k | 177.57 |
| 2021-09-30 | $8.8M | 62k | 141.49 |
| 2021-06-30 | $7.4M | 54k | 136.96 |
| 2021-03-31 | $5.7M | 47k | 122.15 |
| 2020-12-31 | $5.8M | 44k | 132.69 |
| 2020-09-30 | $4.7M | 41k | 115.79 |
| 2020-06-30 | $3.5M | 9.6k | 364.78 |
| 2020-03-31 | $2.4M | 9.5k | 254.25 |
| 2019-12-31 | $2.5M | 8.4k | 293.69 |
| 2019-09-30 | $1.8M | 8.2k | 223.96 |
| 2019-06-30 | $1.6M | 8.0k | 197.81 |
| 2019-03-31 | $1.4M | 7.6k | 189.84 |
| 2018-12-31 | $1.0M | 6.6k | 157.64 |
| 2018-09-30 | $1.5M | 6.5k | 225.80 |
| 2018-06-30 | $1.2M | 6.6k | 185.01 |
| 2018-03-31 | $1.3M | 7.2k | 172.74 |
| 2017-12-31 | $1.0M | 6.2k | 169.19 |
| 2017-09-30 | $729k | 4.7k | 155.80 |
| 2017-06-30 | $643k | 4.5k | 143.94 |
| 2017-03-31 | $682k | 4.7k | 143.73 |
| 2016-12-31 | $661k | 5.7k | 115.78 |