Apple shares owned by Forbes Financial Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Forbes Financial Planning
from 13F filings
Historical chart of Forbes Financial Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Forbes Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Forbes Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.1M | 22k | 233.00 |
| 2024-06-30 | $4.6M | 22k | 210.62 |
| 2024-03-31 | $3.9M | 23k | 171.48 |
| 2023-09-30 | $3.9M | 23k | 171.21 |
| 2023-06-30 | $4.4M | 23k | 193.97 |
| 2023-03-31 | $4.3M | 26k | 164.90 |
| 2022-12-31 | $3.6M | 26k | 138.20 |
| 2022-09-30 | $3.6M | 26k | 138.22 |
| 2022-06-30 | $3.6M | 26k | 136.67 |
| 2022-03-31 | $4.6M | 27k | 174.65 |
| 2021-12-31 | $4.7M | 27k | 177.48 |