Apple shares owned by Whelan Financial
Historical chart of Whelan Financial investment in Apple
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All positions including Apple held by Whelan Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Whelan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 22k | 233.00 |
| 2024-06-30 | $4.4M | 21k | 210.63 |
| 2024-03-31 | $3.6M | 21k | 171.48 |
| 2023-12-31 | $3.7M | 19k | 192.53 |
| 2023-09-30 | $3.3M | 19k | 171.21 |
| 2023-06-30 | $3.6M | 18k | 193.97 |
| 2023-03-31 | $3.0M | 18k | 164.90 |
| 2022-12-31 | $2.4M | 19k | 129.93 |
| 2022-09-30 | $1.2M | 8.7k | 138.17 |
| 2022-06-30 | $1.2M | 8.8k | 136.72 |
| 2022-03-31 | $389k | 2.2k | 174.75 |
| 2021-12-31 | $208k | 1.2k | 177.63 |