Apple shares owned by Laurel Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Laurel Wealth Planning
from 13F filings
Historical chart of Laurel Wealth Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Laurel Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Apple by Laurel Wealth Planning
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $625k | 2.7k | 233.12 |
2024-06-30 | $817k | 3.9k | 210.51 |
2024-03-31 | $685k | 4.0k | 171.59 |
2023-12-31 | $797k | 4.1k | 192.42 |
2023-09-30 | $705k | 4.1k | 171.24 |
2023-06-30 | $799k | 4.1k | 194.07 |
2023-03-31 | $763k | 4.6k | 164.83 |
2022-12-31 | $601k | 4.6k | 129.93 |
2022-09-30 | $660k | 4.8k | 138.10 |
2022-06-30 | $753k | 5.5k | 136.76 |
2022-03-31 | $957k | 5.5k | 174.60 |
2021-12-31 | $689k | 3.9k | 177.53 |
2021-09-30 | $549k | 3.9k | 141.46 |
2021-06-30 | $267k | 2.0k | 136.92 |
2021-03-31 | $238k | 2.0k | 122.05 |
2020-12-31 | $259k | 2.0k | 132.82 |