Apple shares owned by Financeware
Historical chart of Financeware investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Financeware consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Financeware
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 12k | 250.42 |
| 2024-09-30 | $2.6M | 11k | 233.00 |
| 2024-06-30 | $2.3M | 11k | 210.62 |
| 2024-03-31 | $1.7M | 9.8k | 171.48 |
| 2023-12-31 | $2.0M | 10k | 192.54 |
| 2023-09-30 | $1.3M | 7.8k | 171.21 |
| 2023-06-30 | $2.0M | 10k | 193.97 |
| 2023-03-31 | $1.7M | 10k | 164.89 |
| 2022-12-31 | $1.3M | 10k | 129.93 |
| 2022-09-30 | $1.4M | 10k | 138.23 |
| 2022-06-30 | $1.3M | 9.9k | 136.68 |
| 2022-03-31 | $2.3M | 13k | 174.58 |
| 2021-12-31 | $1.7M | 9.5k | 177.56 |
| 2021-09-30 | $1.5M | 10k | 141.54 |
| 2021-06-30 | $1.4M | 10k | 136.91 |
| 2021-03-31 | $1.3M | 11k | 122.17 |
| 2020-12-31 | $1.3M | 9.7k | 132.72 |
| 2020-09-30 | $1.1M | 9.6k | 115.80 |
| 2020-06-30 | $828k | 2.3k | 364.76 |
| 2020-03-31 | $465k | 1.8k | 254.38 |
| 2019-12-31 | $615k | 2.1k | 293.56 |
| 2019-09-30 | $391k | 1.7k | 223.81 |
| 2019-06-30 | $346k | 1.7k | 198.05 |
| 2019-03-31 | $319k | 1.7k | 190.22 |
| 2018-12-31 | $265k | 1.7k | 158.02 |
| 2018-09-30 | $379k | 1.7k | 226.00 |
| 2018-06-30 | $272k | 1.5k | 185.29 |
| 2018-03-31 | $268k | 1.6k | 167.92 |
| 2017-12-31 | $282k | 1.7k | 168.96 |
| 2017-09-30 | $272k | 1.8k | 153.85 |
| 2017-06-30 | $269k | 1.9k | 144.00 |
| 2017-03-31 | $268k | 1.9k | 143.47 |
| 2016-12-31 | $245k | 2.1k | 115.68 |
| 2016-09-30 | $217k | 1.9k | 113.26 |
| 2016-06-30 | $219k | 2.3k | 95.59 |
| 2016-03-31 | $353k | 3.2k | 108.92 |
| 2015-12-31 | $364k | 3.5k | 105.17 |
| 2015-09-30 | $341k | 3.1k | 110.32 |
| 2015-06-30 | $407k | 3.2k | 125.39 |
| 2015-03-31 | $978k | 7.9k | 124.41 |
| 2014-12-31 | $250k | 2.3k | 110.33 |
| 2014-09-30 | $192k | 1.9k | 100.84 |
| 2014-06-30 | $122k | 1.3k | 92.71 |
| 2014-03-31 | $101k | 188 | 537.23 |
| 2013-12-31 | $86k | 154 | 558.44 |
| 2013-09-30 | $4.0k | 9 | 444.44 |
| 2013-06-30 | $4.0k | 9 | 444.44 |