Apple shares owned by Montis Financial
Historical chart of Montis Financial investment in Apple
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All positions including Apple held by Montis Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $21M | 124k | 171.48 |
| 2023-12-31 | $31M | 161k | 192.53 |
| 2023-09-30 | $27M | 158k | 171.21 |
| 2023-06-30 | $30M | 155k | 193.97 |
| 2023-03-31 | $26M | 160k | 164.90 |
| 2022-12-31 | $24M | 185k | 129.93 |
| 2022-09-30 | $26M | 187k | 138.20 |
| 2022-06-30 | $25M | 179k | 136.72 |
| 2022-03-31 | $33M | 190k | 174.61 |
| 2021-12-31 | $34M | 193k | 177.57 |
| 2021-09-30 | $28M | 199k | 139.14 |
| 2021-06-30 | $28M | 201k | 136.96 |
| 2021-03-31 | $25M | 202k | 123.00 |
| 2020-12-31 | $28M | 199k | 142.06 |