Apple shares owned by Legacy Financial Strategies
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Financial Strategies
from 13F filings
Historical chart of Legacy Financial Strategies investment in Apple
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Quarterly reported holdings in Apple by Legacy Financial Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $7.6M | 31k | 243.85 |
| 2024-09-30 | $7.3M | 31k | 233.00 |
| 2024-06-30 | $6.6M | 30k | 221.55 |
| 2024-03-31 | $4.9M | 29k | 171.48 |
| 2023-12-31 | $5.4M | 28k | 192.53 |
| 2023-09-30 | $4.9M | 27k | 182.89 |
| 2023-06-30 | $4.8M | 25k | 193.97 |
| 2023-03-31 | $4.0M | 24k | 164.90 |
| 2022-12-31 | $3.2M | 24k | 129.93 |
| 2022-09-30 | $3.2M | 23k | 138.20 |
| 2022-06-30 | $3.2M | 23k | 136.71 |
| 2022-03-31 | $4.0M | 23k | 174.59 |
| 2021-12-31 | $3.5M | 20k | 177.56 |
| 2021-09-30 | $2.8M | 20k | 141.52 |
| 2021-06-30 | $2.7M | 20k | 136.97 |
| 2021-03-31 | $2.4M | 20k | 122.18 |
| 2020-12-31 | $2.6M | 20k | 132.70 |
| 2020-09-30 | $2.3M | 20k | 115.79 |
| 2020-06-30 | $1.8M | 4.9k | 364.84 |
| 2020-03-31 | $1.3M | 5.1k | 254.27 |
| 2019-12-31 | $1.5M | 5.0k | 293.53 |
| 2019-09-30 | $1.3M | 5.1k | 249.02 |
| 2019-06-30 | $741k | 3.7k | 201.69 |
| 2019-03-31 | $711k | 3.7k | 189.95 |
| 2018-12-31 | $581k | 3.7k | 157.71 |
| 2018-09-30 | $700k | 3.6k | 192.15 |
| 2018-06-30 | $1.1M | 5.7k | 185.15 |
| 2018-03-31 | $923k | 5.5k | 167.76 |
| 2017-12-31 | $931k | 5.5k | 169.24 |
More positions owned by Legacy Financial Strategies
View all positions for Legacy Financial Strategies