Apple shares owned by Heritage Way Advisors
Historical chart of Heritage Way Advisors investment in Apple
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Quarterly reported holdings in Apple by Heritage Way Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-12-31 | $1.3M | 7.3k | 177.54 |
| 2021-09-30 | $1.1M | 7.5k | 141.50 |
| 2021-06-30 | $1.0M | 7.4k | 136.94 |
| 2021-03-31 | $911k | 7.5k | 122.10 |
| 2020-12-31 | $1.1M | 8.1k | 132.67 |
| 2020-09-30 | $554k | 4.8k | 115.80 |
| 2020-06-30 | $436k | 1.2k | 364.55 |
| 2020-03-31 | $304k | 1.2k | 254.18 |
| 2019-12-31 | $359k | 1.2k | 294.02 |
| 2019-09-30 | $271k | 1.2k | 223.78 |
| 2019-06-30 | $240k | 1.2k | 198.18 |
| 2019-03-31 | $230k | 1.2k | 189.93 |
| 2018-12-31 | $230k | 1.5k | 157.43 |
| 2018-09-30 | $273k | 1.2k | 225.43 |
| 2018-06-30 | $224k | 1.2k | 184.97 |
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