Apple shares owned by Total Wealth Planning
Historical chart of Total Wealth Planning investment in Apple
Tip: Access up to 7 years of quarterly data
All positions including Apple held by Total Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Total Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 6.4k | 254.63 |
| 2025-06-30 | $1.1M | 5.2k | 205.19 |
| 2025-03-31 | $1.1M | 5.1k | 222.15 |
| 2024-12-31 | $1.5M | 5.8k | 250.43 |
| 2024-09-30 | $1.2M | 5.2k | 233.01 |
| 2024-06-30 | $1.2M | 5.2k | 234.82 |
| 2024-03-31 | $915k | 5.3k | 171.47 |
| 2023-12-31 | $1.0M | 5.2k | 192.51 |
| 2023-09-30 | $943k | 5.5k | 171.22 |
| 2023-06-30 | $999k | 5.1k | 193.98 |
| 2023-03-31 | $860k | 5.2k | 164.90 |
| 2022-12-31 | $822k | 6.3k | 129.93 |
| 2022-09-30 | $907k | 6.6k | 138.28 |
| 2022-06-30 | $921k | 6.7k | 136.65 |
| 2022-03-31 | $1.1M | 6.1k | 174.62 |
| 2021-09-30 | $445k | 3.1k | 141.63 |
| 2021-06-30 | $565k | 4.1k | 136.97 |
| 2021-03-31 | $381k | 3.1k | 122.08 |
| 2020-12-31 | $476k | 3.6k | 132.70 |
| 2020-09-30 | $363k | 3.1k | 115.68 |
| 2020-06-30 | $246k | 673 | 365.53 |
| 2019-12-31 | $203k | 692 | 293.35 |