Apple shares owned by Holistic Planning
Historical chart of Holistic Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0M | 23k | 254.63 |
| 2025-06-30 | $4.7M | 23k | 205.17 |
| 2025-03-31 | $3.5M | 16k | 222.14 |
| 2024-12-31 | $3.9M | 15k | 250.43 |
| 2024-09-30 | $3.5M | 15k | 233.00 |
| 2024-06-30 | $2.4M | 14k | 171.48 |
| 2024-03-31 | $2.4M | 14k | 171.48 |