Apple shares owned by GoalVest Advisory
Historical chart of GoalVest Advisory investment in Apple
Tip: Access up to 7 years of quarterly data
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Quarterly reported holdings in Apple by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 11k | 254.64 |
| 2025-06-30 | $2.7M | 13k | 205.16 |
| 2025-03-31 | $2.7M | 12k | 222.14 |
| 2024-12-31 | $2.8M | 11k | 250.43 |
| 2024-09-30 | $2.7M | 12k | 233.01 |
| 2024-06-30 | $2.2M | 10k | 210.62 |
| 2024-03-31 | $1.9M | 11k | 171.48 |
| 2023-12-31 | $1.4M | 7.1k | 192.53 |
| 2023-09-30 | $1.1M | 6.6k | 171.21 |
| 2023-06-30 | $889k | 5.4k | 166.17 |
| 2023-03-31 | $882k | 5.4k | 164.90 |
| 2022-12-31 | $718k | 5.5k | 129.93 |
| 2022-09-30 | $786k | 5.7k | 138.19 |
| 2022-06-30 | $945k | 6.7k | 141.49 |
| 2022-03-31 | $3.1M | 18k | 174.59 |
| 2021-06-30 | $2.5M | 18k | 136.97 |
| 2021-03-31 | $2.2M | 18k | 122.15 |
| 2020-12-31 | $1.7M | 13k | 132.65 |