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Apple shares owned by Mark Sheptoff Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Mark Sheptoff Financial Planning from 13F filings

Historical chart of Mark Sheptoff Financial Planning investment in Apple

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All positions including Apple held by Mark Sheptoff Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Mark Sheptoff Financial Planning

Quarter filed Position value Share count Share price at filing
2024-06-30 $11M 52k 210.62
2024-03-31 $9.1M 53k 171.48
2023-12-31 $10M 54k 192.53
2023-09-30 $9.1M 53k 171.21
2023-06-30 $11M 57k 193.97
2023-03-31 $9.4M 57k 164.90
2022-12-31 $7.4M 57k 129.93
2022-09-30 $7.9M 57k 138.19
2022-06-30 $7.8M 57k 136.73
2022-03-31 $10M 58k 174.61
2021-12-31 $10M 57k 177.57
2021-09-30 $8.1M 57k 141.50
2021-06-30 $8.1M 59k 136.96
2021-03-31 $7.2M 59k 122.14
2020-12-31 $7.9M 59k 132.69
2020-09-30 $6.6M 57k 115.80
2020-06-30 $4.9M 14k 364.79
2020-03-31 $3.6M 14k 254.28
2019-12-31 $3.7M 13k 293.62
2019-09-30 $2.7M 12k 223.94
2019-06-30 $2.3M 12k 197.96
2019-03-31 $2.3M 12k 189.98
2018-12-31 $2.0M 13k 157.71
2018-09-30 $3.2M 14k 225.73
2018-06-30 $2.7M 14k 185.10
2018-03-31 $2.3M 14k 167.79
2017-12-31 $2.3M 13k 169.24
2017-09-30 $2.1M 14k 154.12
2017-06-30 $2.0M 14k 143.98
2017-03-31 $1.9M 13k 143.63
2016-12-31 $1.5M 13k 115.83
2016-09-30 $1.9M 17k 113.07
2016-06-30 $1.4M 15k 95.59
2016-03-31 $1.5M 14k 108.99
2015-12-31 $2.1M 20k 105.26
2015-09-30 $2.2M 20k 110.29
2015-06-30 $2.0M 16k 125.40
2015-03-31 $1.9M 15k 124.43
2014-12-31 $1.1M 9.9k 110.43
2014-09-30 $831k 8.2k 100.79
2014-06-30 $699k 7.5k 92.99
2014-03-31 $568k 1.1k 536.36