Apple shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Apple
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Quarterly reported holdings in Apple by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $60M | 286k | 210.62 |
| 2024-03-31 | $49M | 284k | 171.48 |
| 2023-12-31 | $54M | 279k | 192.53 |
| 2023-09-30 | $49M | 288k | 171.21 |
| 2023-06-30 | $56M | 287k | 193.97 |
| 2023-03-31 | $50M | 301k | 164.90 |
| 2022-12-31 | $39M | 298k | 129.93 |
| 2022-09-30 | $40M | 291k | 138.20 |
| 2022-06-30 | $45M | 330k | 136.72 |
| 2022-03-31 | $54M | 311k | 174.61 |
| 2021-12-31 | $55M | 309k | 177.57 |
| 2021-09-30 | $42M | 296k | 141.50 |
| 2021-06-30 | $41M | 296k | 136.96 |
| 2021-03-31 | $36M | 291k | 122.15 |
| 2020-12-31 | $39M | 290k | 132.69 |
| 2020-09-30 | $16M | 140k | 115.81 |
| 2020-06-30 | $17M | 1.0k | 17401.00 |
| 2020-03-31 | $11M | 41k | 254.29 |
| 2019-12-31 | $10M | 35k | 293.65 |
| 2019-09-30 | $7.4M | 33k | 223.97 |
| 2019-06-30 | $6.4M | 32k | 197.92 |
| 2019-03-31 | $4.9M | 26k | 189.95 |
| 2018-12-31 | $3.6M | 23k | 157.74 |
| 2018-09-30 | $5.2M | 23k | 225.71 |
| 2018-06-30 | $4.2M | 23k | 185.20 |
| 2018-03-31 | $3.7M | 22k | 167.64 |
| 2017-12-31 | $3.5M | 21k | 169.06 |
| 2017-09-30 | $3.0M | 20k | 154.03 |
| 2017-06-30 | $2.6M | 18k | 144.01 |
| 2017-03-31 | $2.4M | 17k | 143.58 |
| 2016-12-31 | $1.9M | 16k | 115.86 |
| 2016-09-30 | $1.5M | 14k | 112.89 |
| 2016-06-30 | $1.1M | 12k | 95.74 |
| 2016-03-31 | $736k | 6.7k | 109.18 |
| 2015-12-31 | $680k | 6.4k | 105.56 |
| 2015-09-30 | $660k | 6.0k | 110.17 |
| 2015-06-30 | $615k | 4.9k | 125.43 |
| 2015-03-31 | $579k | 4.7k | 124.30 |
| 2014-12-31 | $539k | 4.9k | 110.38 |
| 2014-09-30 | $565k | 5.6k | 101.04 |
| 2014-06-30 | $452k | 4.9k | 93.04 |
| 2014-03-31 | $369k | 687 | 537.12 |
| 2013-12-31 | $385k | 687 | 560.41 |