Apple shares owned by Legacy Private Trust
Historical chart of Legacy Private Trust investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Legacy Private Trust consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Apple by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $42M | 180k | 233.00 |
| 2024-06-30 | $37M | 177k | 210.62 |
| 2024-03-31 | $31M | 179k | 171.48 |
| 2023-12-31 | $35M | 180k | 192.53 |
| 2023-09-30 | $31M | 181k | 171.21 |
| 2023-06-30 | $36M | 184k | 193.97 |
| 2023-03-31 | $31M | 190k | 164.90 |
| 2022-12-31 | $26M | 200k | 129.93 |
| 2022-09-30 | $28M | 204k | 138.20 |
| 2022-06-30 | $29M | 211k | 136.72 |
| 2022-03-31 | $36M | 205k | 174.61 |
| 2021-12-31 | $37M | 210k | 177.57 |
| 2021-09-30 | $29M | 205k | 141.50 |
| 2021-06-30 | $26M | 192k | 136.96 |
| 2021-03-31 | $24M | 194k | 122.15 |
| 2020-12-31 | $26M | 194k | 132.69 |
| 2020-09-30 | $24M | 203k | 115.81 |
| 2020-06-30 | $20M | 54k | 364.79 |
| 2020-03-31 | $12M | 49k | 254.29 |
| 2019-12-31 | $13M | 43k | 293.66 |
| 2019-09-30 | $8.6M | 39k | 223.96 |
| 2019-06-30 | $6.1M | 31k | 197.93 |
| 2019-03-31 | $5.3M | 28k | 189.95 |
| 2018-12-31 | $5.6M | 36k | 157.75 |
| 2018-09-30 | $8.1M | 36k | 225.75 |
| 2018-06-30 | $6.5M | 35k | 185.11 |
| 2018-03-31 | $5.4M | 32k | 167.78 |
| 2017-12-31 | $5.1M | 30k | 169.24 |
| 2017-09-30 | $4.7M | 31k | 154.10 |
| 2017-06-30 | $3.5M | 24k | 144.04 |
| 2017-03-31 | $3.7M | 26k | 143.66 |
| 2016-12-31 | $3.0M | 26k | 115.82 |
| 2016-09-30 | $3.0M | 26k | 113.06 |
| 2016-03-31 | $4.8M | 44k | 109.00 |
| 2015-12-31 | $5.6M | 53k | 105.25 |
| 2015-09-30 | $6.2M | 56k | 110.30 |
| 2015-06-30 | $6.8M | 54k | 125.43 |
| 2015-03-31 | $5.4M | 43k | 124.43 |
| 2014-12-31 | $5.0M | 46k | 110.39 |
| 2014-09-30 | $4.0M | 40k | 100.76 |
| 2014-06-30 | $3.7M | 39k | 92.93 |
| 2013-12-31 | $364k | 648 | 561.73 |
| 2012-12-31 | $604k | 1.1k | 532.16 |
| 2012-09-30 | $808k | 1.2k | 667.77 |
| 2012-06-30 | $1.9M | 3.2k | 584.06 |
| 2012-03-31 | $1.6M | 2.6k | 599.62 |
| 2011-12-31 | $482k | 1.2k | 405.04 |