Apple shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Apple (AAPL) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Sweet Financial Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $6.7M | 39k | 171.48 |
| 2023-12-31 | $6.9M | 36k | 192.53 |
| 2023-09-30 | $5.7M | 33k | 171.21 |
| 2023-06-30 | $6.4M | 33k | 193.97 |
| 2023-03-31 | $5.2M | 31k | 164.90 |
| 2022-12-31 | $3.8M | 29k | 129.93 |
| 2022-09-30 | $3.5M | 25k | 138.19 |
| 2022-06-30 | $3.4M | 25k | 136.71 |
| 2022-03-31 | $4.1M | 24k | 174.63 |
| 2021-12-31 | $3.1M | 17k | 177.55 |