Apple shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Apple
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Quarterly reported holdings in Apple by Heritage Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $3.3M | 16k | 210.62 |
| 2024-03-31 | $2.9M | 17k | 171.48 |
| 2023-12-31 | $3.4M | 18k | 192.53 |
| 2022-12-31 | $11M | 85k | 129.93 |
| 2022-09-30 | $5.7M | 42k | 138.21 |
| 2022-06-30 | $5.3M | 39k | 136.72 |
| 2022-03-31 | $6.8M | 39k | 174.62 |
| 2021-09-30 | $4.5M | 32k | 141.49 |
| 2021-06-30 | $4.2M | 31k | 136.96 |
| 2021-03-31 | $3.7M | 30k | 122.16 |
More positions owned by Heritage Wealth Management
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