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Apple shares owned by Clear Perspectives Financial Planning

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Clear Perspectives Financial Planning from 13F filings

Historical chart of Clear Perspectives Financial Planning investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Clear Perspectives Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Clear Perspectives Financial Planning

Quarter filed Position value Share count Share price at filing
2023-03-31 $138k 837 164.90
2022-12-31 $109k 837 129.93
2022-09-30 $116k 837 138.59
2022-06-30 $158k 1.2k 136.80
2022-03-31 $172k 983 174.97
2021-12-31 $137k 772 177.46
2021-09-30 $29k 204 142.16
2021-06-30 $28k 204 137.25
2021-03-31 $25k 204 122.55
2020-12-31 $27k 204 132.35

More positions owned by Clear Perspectives Financial Planning

Procter & Gamble Company (PG)
Vanguard High Div Yld Etf High Div Yld Etf (VYM)
Invesco Exchange Traded Fd Tr S&p500 Eql Wgt Etf S&p500 Eql Wgt Etf (RSP)
Vanguard Value Etf Value Etf (VTV)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Trust Ishares 0-3 Month Treasury Ishares 0-3 Month Treasury Etf (SGOV)
Vanguard Div App Etf Div App Etf (VIG)
Vanguard 500 Val Idx Fd Etf 500 Val Idx Fd Etf (VOOV)
Vanguard Star Fd Tl Intl Stk F Etf Star Fd Tl Intl Stk F Etf (VXUS)
Vanguard Ftse Developed Mkts Etf Ftse Developed Mkts Etf (VEA)
Spdr Series Trust S&p Divid Etf S&p Divid Etf (SDY)
Ishares Trust Select Divid Etf Select Divid Etf (DVY)
Vanguard Mega Grwth Ind Etf Mega Grwth Ind Etf (MGK)
Vanguard Mega Cap Val Etf Mega Cap Val Etf (MGV)
Ishares Trust Global 100 Etf Global 100 Etf (IOO)

View all positions for Clear Perspectives Financial Planning

Top funds holding Apple

Vanguard Group
BlackRock
Berkshire Hathaway
Geode Capital Management
FMR
Morgan Stanley
T. Rowe Price Associates
Jpmorgan Chase & Co
Northern Trust
Legal & General Group
Bank of New York Mellon
Bank of America Corporation
Goldman Sachs Group
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Apple