Apple shares owned by Legacy Wealth Planning
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Legacy Wealth Planning
from 13F filings
Historical chart of Legacy Wealth Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Legacy Wealth Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Legacy Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $3.7M | 27k | 138.19 |
| 2022-06-30 | $3.7M | 27k | 136.71 |
| 2022-03-31 | $5.0M | 29k | 174.61 |
| 2021-12-31 | $5.2M | 29k | 177.55 |
| 2021-09-30 | $4.8M | 34k | 141.51 |
| 2021-06-30 | $4.2M | 31k | 136.95 |
| 2021-03-31 | $3.6M | 29k | 122.14 |
| 2020-12-31 | $3.8M | 29k | 132.67 |
| 2020-09-30 | $3.2M | 27k | 115.81 |
| 2020-06-30 | $2.6M | 7.3k | 364.74 |
| 2020-03-31 | $1.9M | 7.5k | 254.26 |
| 2019-12-31 | $2.0M | 6.7k | 293.60 |