Apple shares owned by Legacy Financial Advisors
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Financial Advisors
from 13F filings
Historical chart of Legacy Financial Advisors investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Legacy Financial Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Legacy Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $15M | 75k | 192.53 |
| 2023-09-30 | $12M | 70k | 171.21 |
| 2023-06-30 | $13M | 69k | 193.97 |
| 2023-03-31 | $11M | 65k | 164.90 |
| 2022-12-31 | $7.7M | 59k | 129.93 |
| 2022-09-30 | $8.7M | 63k | 138.20 |
| 2022-06-30 | $8.1M | 59k | 136.71 |
| 2022-03-31 | $11M | 62k | 174.61 |
| 2021-12-31 | $11M | 64k | 177.57 |
| 2021-09-30 | $8.7M | 62k | 141.51 |
| 2021-06-30 | $7.9M | 58k | 136.95 |
| 2021-03-31 | $6.6M | 54k | 122.16 |
| 2020-12-31 | $7.0M | 53k | 132.73 |
| 2020-09-30 | $6.1M | 53k | 115.82 |
| 2020-06-30 | $4.7M | 13k | 364.83 |
| 2020-03-31 | $3.8M | 13k | 293.85 |
| 2019-12-31 | $3.7M | 13k | 293.69 |
| 2019-09-30 | $2.9M | 13k | 223.94 |
| 2019-06-30 | $2.5M | 13k | 197.93 |
| 2019-03-31 | $2.4M | 12k | 189.96 |
| 2018-12-31 | $1.6M | 10k | 157.72 |
| 2018-09-30 | $2.4M | 11k | 225.73 |
| 2018-06-30 | $2.0M | 11k | 191.36 |
| 2018-03-31 | $1.8M | 10k | 173.20 |
| 2017-12-31 | $1.7M | 10k | 169.24 |