Apple shares owned by Heritage Wealth Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Heritage Wealth Partners
from 13F filings
Historical chart of Heritage Wealth Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Heritage Wealth Partners 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 Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 15k | 233.00 |
| 2024-06-30 | $3.2M | 15k | 210.62 |
| 2024-03-31 | $3.1M | 16k | 192.53 |
| 2023-12-31 | $3.1M | 16k | 192.53 |
| 2023-09-30 | $2.8M | 16k | 171.21 |
| 2023-06-30 | $2.7M | 14k | 193.98 |
| 2023-03-31 | $287k | 1.7k | 164.92 |
| 2022-12-31 | $2.7M | 18k | 146.87 |