Apple shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $44M | 230k | 192.53 |
| 2023-09-30 | $40M | 231k | 171.21 |
| 2023-06-30 | $45M | 232k | 193.97 |
| 2023-03-31 | $38M | 228k | 164.90 |
| 2022-12-31 | $30M | 230k | 129.93 |
| 2022-09-30 | $32M | 233k | 138.20 |
| 2022-06-30 | $32M | 234k | 136.72 |
| 2022-03-31 | $42M | 240k | 174.62 |
| 2021-12-31 | $43M | 243k | 177.58 |
| 2021-09-30 | $35M | 244k | 141.50 |
| 2021-06-30 | $33M | 243k | 136.96 |
| 2021-03-31 | $30M | 244k | 122.14 |
| 2020-12-31 | $32M | 242k | 132.70 |
| 2020-09-30 | $28M | 243k | 115.80 |
| 2020-06-30 | $25M | 70k | 364.85 |
| 2020-03-31 | $17M | 66k | 254.30 |
| 2019-12-31 | $20M | 67k | 293.71 |
| 2019-09-30 | $15M | 67k | 223.97 |
| 2019-06-30 | $13M | 67k | 197.92 |
| 2019-03-31 | $13M | 69k | 189.94 |
| 2018-12-31 | $7.9M | 50k | 157.74 |
| 2018-09-30 | $11M | 50k | 225.75 |
| 2018-06-30 | $9.3M | 50k | 185.10 |
| 2018-03-31 | $8.6M | 51k | 167.77 |
| 2017-12-31 | $9.2M | 55k | 169.22 |
| 2017-09-30 | $8.7M | 57k | 154.13 |
| 2017-06-30 | $8.3M | 58k | 144.02 |
| 2017-03-31 | $8.6M | 60k | 143.67 |