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Apple shares owned by Everhart Financial Group

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Everhart Financial Group from 13F filings

Historical chart of Everhart Financial Group investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Everhart Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Everhart Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $21M 95k 226.12
2024-06-30 $17M 84k 203.59
2024-03-31 $13M 74k 171.48
2023-12-31 $13M 65k 192.53
2023-09-30 $11M 61k 171.21
2023-06-30 $11M 67k 169.47
2023-03-31 $8.7M 53k 164.90
2022-12-31 $4.9M 38k 129.93
2022-09-30 $6.8M 49k 138.20
2022-06-30 $5.0M 36k 136.71
2022-03-31 $7.0M 40k 174.61
2021-12-31 $5.8M 33k 177.57
2021-09-30 $4.0M 29k 141.50
2021-06-30 $3.5M 26k 136.94
2021-03-31 $1.7M 14k 122.17
2020-12-31 $1.9M 14k 132.66