Apple shares owned by Capital Planning
Historical chart of Capital Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Capital Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.1M | 24k | 171.48 |
| 2023-12-31 | $4.2M | 22k | 192.53 |
| 2023-09-30 | $3.8M | 22k | 171.21 |
| 2023-06-30 | $4.0M | 21k | 193.97 |
| 2023-03-31 | $3.5M | 21k | 164.90 |
| 2022-12-31 | $2.6M | 20k | 129.93 |
| 2022-09-30 | $3.1M | 23k | 138.20 |
| 2022-06-30 | $3.1M | 23k | 136.73 |
| 2022-03-31 | $4.0M | 23k | 174.59 |
| 2021-12-31 | $4.0M | 23k | 177.59 |
| 2021-09-30 | $3.2M | 23k | 141.52 |
| 2021-06-30 | $3.1M | 23k | 136.98 |
| 2021-03-31 | $3.0M | 24k | 122.16 |
| 2020-12-31 | $3.2M | 24k | 132.70 |