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Apple shares owned by Hefty Wealth Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Hefty Wealth Partners from 13F filings

Historical chart of Hefty Wealth Partners investment in Apple

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All positions including Apple held by Hefty Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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