Apple shares owned by Essential Planning
Historical chart of Essential Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Essential Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Essential Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 6.9k | 271.85 |
| 2025-09-30 | $1.8M | 6.9k | 254.64 |
| 2025-06-30 | $1.4M | 7.0k | 205.18 |
| 2025-03-31 | $1.6M | 7.0k | 222.13 |
| 2024-12-31 | $62M | 263k | 235.84 |
| 2024-09-30 | $1.9M | 8.0k | 232.99 |
| 2024-06-30 | $1.8M | 8.4k | 210.61 |
| 2024-03-31 | $1.6M | 8.5k | 192.52 |
| 2023-09-30 | $1.4M | 8.0k | 171.21 |
| 2023-06-30 | $1.7M | 8.5k | 193.97 |
| 2023-03-31 | $1.3M | 7.9k | 164.89 |
| 2022-12-31 | $1.1M | 8.0k | 134.02 |
| 2022-09-30 | $557k | 4.0k | 138.18 |