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
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Quarterly reported holdings in Apple by Heritage Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $2.7M | 12k | 222.13 |
| 2024-12-31 | $4.0M | 16k | 250.42 |
| 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 |