Apple shares owned by Zhang Financial
Historical chart of Zhang Financial investment in Apple
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All positions including Apple held by Zhang Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Apple by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $34M | 199k | 171.48 |
| 2023-12-31 | $36M | 185k | 192.53 |
| 2023-09-30 | $31M | 179k | 172.56 |
| 2023-06-30 | $35M | 179k | 192.86 |
| 2023-03-31 | $30M | 180k | 164.90 |
| 2022-12-31 | $23M | 177k | 129.93 |
| 2022-09-30 | $27M | 195k | 138.20 |
| 2022-06-30 | $26M | 190k | 136.72 |
| 2022-03-31 | $32M | 185k | 174.61 |
| 2021-12-31 | $30M | 167k | 177.57 |
| 2021-09-30 | $11M | 79k | 141.50 |
| 2021-06-30 | $8.6M | 63k | 136.96 |
| 2021-03-31 | $7.6M | 62k | 123.11 |
| 2020-12-31 | $7.7M | 58k | 132.32 |
| 2020-09-30 | $6.7M | 57k | 115.88 |
| 2020-06-30 | $5.3M | 14k | 366.57 |
| 2020-03-31 | $3.7M | 14k | 257.57 |
| 2019-12-31 | $4.9M | 16k | 295.30 |
| 2019-09-30 | $3.3M | 15k | 225.53 |
| 2019-06-30 | $2.9M | 15k | 197.96 |
| 2019-03-31 | $2.6M | 14k | 189.94 |
| 2018-12-31 | $2.1M | 13k | 157.72 |
| 2018-09-30 | $3.5M | 16k | 227.11 |
| 2018-06-30 | $1.5M | 8.1k | 186.76 |
| 2018-03-31 | $1.3M | 7.8k | 166.94 |
| 2017-12-31 | $1.4M | 8.3k | 173.26 |
| 2017-09-30 | $1.1M | 7.2k | 155.88 |
| 2017-06-30 | $989k | 6.8k | 145.04 |
| 2017-03-31 | $1.1M | 6.5k | 174.40 |
| 2016-12-31 | $820k | 6.8k | 119.95 |
| 2016-09-30 | $771k | 6.8k | 112.98 |
| 2016-06-30 | $687k | 7.2k | 95.63 |
| 2016-03-31 | $783k | 7.2k | 108.99 |
| 2015-12-31 | $631k | 6.0k | 105.25 |
| 2015-09-30 | $699k | 6.3k | 110.25 |
| 2015-06-30 | $861k | 6.9k | 125.47 |
| 2015-03-31 | $850k | 6.8k | 124.36 |
| 2014-12-31 | $750k | 6.8k | 110.42 |
| 2014-09-30 | $658k | 6.5k | 100.83 |
| 2014-06-30 | $510k | 5.5k | 92.86 |
| 2014-03-31 | $305k | 569 | 536.03 |
| 2013-12-31 | $313k | 558 | 560.93 |
| 2013-09-30 | $266k | 558 | 476.70 |
| 2013-06-30 | $211k | 533 | 395.87 |
| 2013-03-31 | $208k | 471 | 441.61 |
| 2012-12-31 | $233k | 437 | 533.18 |
| 2012-09-30 | $258k | 387 | 666.67 |