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Apple shares owned by Shepherd Financial Partners

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Shepherd Financial Partners from 13F filings

Historical chart of Shepherd Financial Partners investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Shepherd Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Shepherd Financial Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $21M 120k 171.47
2023-12-31 $23M 117k 192.53
2023-09-30 $20M 115k 171.21
2023-06-30 $18M 91k 193.97
2023-03-31 $15M 89k 164.90
2022-12-31 $13M 97k 129.93
2022-09-30 $13M 96k 138.20
2022-06-30 $13M 91k 136.72
2022-03-31 $16M 91k 174.58
2021-12-31 $18M 99k 177.56
2021-09-30 $14M 98k 141.48
2021-06-30 $14M 99k 136.96
2021-03-31 $12M 100k 122.15
2020-12-31 $13M 101k 132.74
2020-09-30 $12M 99k 115.81
2020-06-30 $9.9M 27k 364.79
2020-03-31 $7.7M 30k 254.20
2019-12-31 $10M 34k 293.62
2019-09-30 $7.9M 36k 223.98
2019-06-30 $7.4M 38k 197.92
2019-03-31 $7.2M 38k 189.96
2018-12-31 $5.8M 37k 157.82
2018-09-30 $7.5M 40k 185.22
2018-06-30 $7.5M 40k 187.10
2018-03-31 $6.6M 39k 167.89
2017-12-31 $6.7M 40k 169.34
2017-09-30 $6.5M 42k 155.83
2017-06-30 $6.0M 42k 145.21
2017-03-31 $6.5M 45k 143.82
2016-12-31 $5.6M 48k 116.14