Apple shares owned by Prosperity Planning
Historical chart of Prosperity Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Prosperity Planning consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Apple by Prosperity Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 10k | 254.63 |
| 2025-06-30 | $2.1M | 10k | 205.17 |
| 2025-03-31 | $2.3M | 10k | 222.13 |
| 2024-12-31 | $2.6M | 10k | 250.42 |
| 2024-09-30 | $2.4M | 10k | 233.00 |
| 2024-06-30 | $2.2M | 10k | 210.62 |
| 2024-03-31 | $1.8M | 10k | 171.48 |
| 2023-12-31 | $2.0M | 10k | 192.53 |
| 2023-09-30 | $1.8M | 10k | 171.21 |
| 2023-06-30 | $2.0M | 10k | 193.97 |
| 2023-03-31 | $1.8M | 11k | 164.90 |
| 2022-12-31 | $1.3M | 10k | 129.14 |
| 2022-09-30 | $1.4M | 10k | 138.24 |
| 2022-06-30 | $1.4M | 10k | 134.45 |
| 2022-03-31 | $1.8M | 10k | 174.61 |
| 2021-12-31 | $1.8M | 10k | 177.56 |
| 2021-09-30 | $1.4M | 10k | 141.54 |
| 2021-06-30 | $1.6M | 12k | 136.99 |
| 2021-03-31 | $1.4M | 12k | 122.11 |
| 2020-12-31 | $367k | 2.8k | 132.59 |