Apple shares owned by Summit Financial
Historical chart of Summit Financial investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Summit Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Summit Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.3M | 25k | 171.48 |
| 2023-12-31 | $4.8M | 25k | 192.53 |
| 2023-09-30 | $4.2M | 25k | 171.21 |
| 2023-06-30 | $5.0M | 26k | 193.97 |
| 2023-03-31 | $4.3M | 26k | 164.90 |
| 2022-12-31 | $3.7M | 28k | 129.92 |
| 2022-09-30 | $4.1M | 30k | 138.22 |
| 2022-06-30 | $3.9M | 29k | 136.71 |
| 2022-03-31 | $4.9M | 28k | 174.62 |
| 2021-12-31 | $6.0M | 34k | 177.56 |
| 2021-09-30 | $4.0M | 28k | 141.49 |
| 2021-06-30 | $3.5M | 25k | 136.95 |
| 2021-03-31 | $3.1M | 25k | 122.17 |
| 2020-12-31 | $3.8M | 29k | 132.69 |
| 2020-09-30 | $3.5M | 30k | 115.83 |
| 2020-06-30 | $2.8M | 7.6k | 364.75 |
| 2020-03-31 | $2.0M | 8.0k | 254.33 |
| 2019-12-31 | $2.2M | 7.6k | 293.67 |
| 2019-09-30 | $1.7M | 7.6k | 224.04 |
| 2019-06-30 | $2.1M | 11k | 197.94 |
| 2019-03-31 | $2.1M | 11k | 189.94 |
| 2018-12-31 | $1.8M | 11k | 157.77 |
| 2018-09-30 | $2.5M | 11k | 225.74 |
| 2018-06-30 | $2.2M | 12k | 185.10 |
| 2018-03-31 | $2.0M | 12k | 167.79 |
| 2017-12-31 | $1.6M | 9.3k | 169.19 |
| 2017-09-30 | $1.4M | 9.1k | 154.12 |
| 2017-06-30 | $1.1M | 7.5k | 143.99 |