Apple shares owned by Heritage Financial Services
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Financial Services
from 13F filings
Historical chart of Heritage Financial Services investment in Apple
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Quarterly reported holdings in Apple by Heritage Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $8.5M | 37k | 233.00 |
| 2024-06-30 | $7.1M | 34k | 210.62 |
| 2024-03-31 | $5.9M | 35k | 171.48 |
| 2023-12-31 | $5.9M | 31k | 192.53 |
| 2023-09-30 | $5.1M | 30k | 171.21 |
| 2023-06-30 | $5.7M | 29k | 193.97 |
| 2023-03-31 | $4.6M | 28k | 164.84 |
| 2022-12-31 | $3.5M | 27k | 129.93 |
| 2022-09-30 | $3.5M | 26k | 138.20 |
| 2022-06-30 | $3.4M | 25k | 136.69 |
| 2022-03-31 | $4.5M | 26k | 174.59 |
| 2021-12-31 | $4.4M | 25k | 177.55 |
More positions owned by Heritage Financial Services
View all positions for Heritage Financial Services