Apple shares owned by Hefty Wealth Partners
Historical chart of Hefty Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Hefty Wealth Partners
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2018-03-31 | $135k | 804 | 167.91 |
2017-12-31 | $136k | 804 | 169.15 |
2017-09-30 | $124k | 804 | 154.23 |
2017-06-30 | $115k | 804 | 143.03 |
2017-03-31 | $90k | 630 | 142.86 |
2016-12-31 | $119k | 1.0k | 115.53 |
2016-09-30 | $14k | 130 | 107.69 |
2016-06-30 | $12k | 130 | 92.31 |
2016-03-31 | $14k | 130 | 107.69 |
2015-12-31 | $13k | 130 | 100.00 |