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Apple shares owned by Investments & Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Investments & Financial Planning from 13F filings

Historical chart of Investments & Financial Planning investment in Apple

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All positions including Apple held by Investments & Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Investments & Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $509k 3.0k 171.48
2023-12-31 $504k 2.6k 192.50
2023-09-30 $448k 2.6k 171.22
2023-06-30 $508k 2.6k 193.95
2023-03-31 $431k 2.6k 164.92
2022-12-31 $386k 3.0k 129.92
2022-06-30 $376k 2.7k 136.83
2022-03-31 $475k 2.7k 174.83
2021-12-31 $468k 2.7k 172.25