Apple shares owned by Plan Group Financial
Historical chart of Plan Group Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.5M | 26k | 254.63 |
| 2025-06-30 | $3.4M | 17k | 205.17 |
| 2025-03-31 | $3.1M | 14k | 222.12 |
| 2024-12-31 | $1.9M | 7.5k | 250.42 |
| 2024-09-30 | $1.8M | 7.6k | 232.99 |
| 2024-06-30 | $1.3M | 6.4k | 210.62 |
| 2024-03-31 | $1.1M | 6.4k | 171.49 |
| 2023-12-31 | $840k | 4.4k | 192.55 |
| 2023-09-30 | $1.7M | 10k | 171.21 |
| 2023-06-30 | $3.5M | 19k | 185.90 |
| 2022-06-30 | $266k | 1.9k | 136.78 |