Apple shares owned by Monte Financial Group
Historical chart of Monte Financial Group investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Monte Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Monte Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 12k | 254.62 |
| 2025-06-30 | $2.5M | 12k | 205.18 |
| 2025-03-31 | $2.1M | 11k | 196.98 |
| 2024-12-31 | $2.7M | 11k | 250.42 |
| 2024-09-30 | $2.6M | 11k | 233.00 |
| 2024-06-30 | $2.4M | 11k | 210.61 |
| 2024-03-31 | $2.0M | 12k | 171.49 |
| 2023-12-31 | $2.2M | 12k | 192.52 |
| 2023-09-30 | $2.1M | 12k | 171.21 |
| 2023-06-30 | $2.4M | 13k | 193.97 |
| 2023-03-31 | $2.1M | 13k | 164.90 |
| 2022-12-31 | $1.6M | 13k | 129.93 |
| 2022-09-30 | $1.7M | 12k | 138.19 |
| 2022-06-30 | $1.6M | 12k | 136.72 |
| 2022-03-31 | $2.1M | 12k | 174.59 |
| 2021-12-31 | $2.1M | 12k | 177.60 |
| 2021-09-30 | $1.7M | 12k | 141.51 |
| 2021-06-30 | $1.7M | 13k | 137.00 |
| 2021-03-31 | $1.7M | 14k | 122.17 |
| 2020-12-31 | $2.1M | 16k | 132.67 |
| 2020-09-30 | $2.1M | 18k | 115.79 |
| 2020-06-30 | $2.2M | 6.0k | 364.84 |
| 2020-03-31 | $1.1M | 4.4k | 254.29 |
| 2019-12-31 | $1.2M | 4.1k | 293.71 |
| 2019-09-30 | $913k | 4.1k | 223.94 |
| 2019-06-30 | $843k | 4.3k | 197.98 |
| 2019-03-31 | $803k | 4.2k | 189.97 |
| 2018-12-31 | $906k | 5.7k | 157.67 |
| 2018-09-30 | $1.5M | 6.7k | 225.76 |
| 2018-06-30 | $1.2M | 6.4k | 185.08 |
| 2018-03-31 | $1.7M | 9.9k | 167.81 |
| 2017-12-31 | $1.7M | 10k | 169.24 |
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