Apple shares owned by Heron Financial Group
Historical chart of Heron Financial Group investment in Apple
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All positions including Apple held by Heron Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Heron Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-06-30 | $5.0M | 26k | 193.97 |
| 2023-03-31 | $4.4M | 26k | 164.90 |
| 2022-12-31 | $3.3M | 27k | 125.02 |
| 2022-09-30 | $3.7M | 27k | 138.20 |
| 2022-06-30 | $3.7M | 27k | 136.72 |
| 2022-03-31 | $4.7M | 27k | 174.61 |
| 2021-12-31 | $2.3M | 13k | 174.63 |
| 2021-09-30 | $1.9M | 13k | 141.51 |
| 2021-06-30 | $1.8M | 13k | 136.93 |
| 2021-03-31 | $1.7M | 14k | 122.98 |
| 2020-12-31 | $1.8M | 14k | 130.94 |
| 2020-09-30 | $1.6M | 14k | 116.47 |
| 2020-06-30 | $1.6M | 4.1k | 383.76 |
| 2020-03-31 | $1.2M | 4.2k | 287.03 |
| 2019-12-31 | $1.4M | 4.3k | 319.60 |