Apple shares owned by Heritage Wealth Management, Inc./Texas
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Wealth Management, Inc./Texas
from 13F filings
Historical chart of Heritage Wealth Management, Inc./Texas investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage Wealth Management, Inc./Texas consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Heritage Wealth Management, Inc./Texas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 6.7k | 233.01 |
| 2024-06-30 | $1.4M | 6.8k | 210.62 |
| 2024-03-31 | $1.1M | 6.2k | 171.48 |
| 2023-12-31 | $1.2M | 6.2k | 192.53 |
| 2023-09-30 | $1.3M | 7.7k | 171.21 |
| 2023-06-30 | $1.2M | 6.4k | 193.97 |
| 2023-03-31 | $745k | 4.5k | 164.90 |
| 2022-12-31 | $676k | 5.2k | 129.93 |
More positions owned by Heritage Wealth Management, Inc./Texas
View all positions for Heritage Wealth Management, Inc./Texas