INSTITUTE FOR WEALTH MANAGEMENT, LLC. – Apple Inc. Transaction History
INSTITUTE FOR WEALTH MANAGEMENT, LLC. portfolio value:
$18.57M
portfolio value
INSTITUTE FOR WEALTH MANAGEMENT, LLC. quarter portfolio value change:
+1.08%
quarter
Apple Inc. 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Decrease | -0.44% | -592 shares | 118K | $138.2 | 134.38K |
| Q2 2022 | share | Decrease | -0.72% | -982 shares | -5.28M | $136.72 | 134.97K |
| Q1 2022 | share | Decrease | -0.43% | -587 shares | -507K | $174.61 | 135.95K |
| Q4 2021 | share | Decrease | -0.57% | -779 shares | 4.81M | $178.2 | 136.54K |
| Q3 2021 | share | Decrease | -0.66% | -912 shares | 499K | $141.29 | 137.32K |
| Q2 2021 | share | Increase | +1.27% | 1.72K shares | 2.25M | $136.56 | 138.23K |
| Q1 2021 | share | Increase | +0.39% | 525 shares | -1.36M | $121.58 | 136.50K |
| Q4 2020 | share | Increase | +0.21% | 285 shares | 2.32M | $131.88 | 135.98K |
| Q3 2020 | share | Decrease | -3.41% | -4.78K shares | 2.90M | $114.9 | 135.69K |
| Q2 2020 | share | Increase | +2.89% | 3.95K shares | 4.13M | $90.32 | 140.48K |
| Q1 2020 | share | Decrease | -2.39% | -3.34K shares | -1.58M | $62.79 | 136.53K |
| Q4 2019 | share | Decrease | -0.80% | -1.12K shares | 2.37M | $72.34 | 139.87K |
| Q3 2019 | share | Decrease | -23.86% | -44.17K shares | -1.26M | $55.01 | 141.00K |
| Q2 2019 | share | Decrease | -78.80% | -688.36K shares | -10.05M | $48.43 | 185.18K |
| Q1 2019 | share | Increase | +302.15% | 656.32K shares | 10.65M | $46.29 | 873.54K |
| Q4 2018 | share | Increase | +0.31% | 664 shares | -3.36M | $38.28 | 217.22K |
| Q3 2018 | share | Decrease | -1.71% | -3.76K shares | 1.72M | $54.59 | 216.55K |
| Q2 2018 | share | Decrease | -0.19% | -420 shares | 1.07M | $44.61 | 220.32K |
| Q1 2018 | share | Decrease | -12.77% | -32.31K shares | -1.59M | $40.28 | 220.74K |
| Q4 2017 | share | Increase | +8.84% | 20.56K shares | 1.77M | $40.46 | 253.05K |
| Q3 2017 | share | Increase | +7.02% | 15.24K shares | 1.14M | $36.72 | 232.49K |
| Q2 2017 | share | Increase | 0.00% | 217.24K shares | 7.80M | $34.17 | 217.24K |