SUMMIT FINANCIAL STRATEGIES, INC. – Apple Inc. Transaction History
SUMMIT FINANCIAL STRATEGIES, INC. portfolio value:
$9.27M
portfolio value
SUMMIT FINANCIAL STRATEGIES, INC. 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 | Increase | +8.89% | 5.48K shares | 849K | $138.2 | 67.14K |
| Q2 2022 | share | Increase | +0.16% | 100 shares | -2.31M | $136.72 | 61.66K |
| Q1 2022 | share | Increase | +0.56% | 340 shares | -122K | $174.61 | 61.56K |
| Q4 2021 | share | Increase | +10.33% | 5.73K shares | 3.01M | $178.2 | 61.22K |
| Q3 2021 | share | Increase | +0.24% | 132 shares | 270K | $141.29 | 55.48K |
| Q2 2021 | share | Increase | +80.89% | 24.75K shares | 3.84M | $136.56 | 55.35K |
| Q1 2021 | share | Increase | +2.72% | 811 shares | -215K | $121.58 | 30.60K |
| Q4 2020 | share | Decrease | -0.35% | -105 shares | 491K | $131.88 | 29.79K |
| Q3 2020 | share | Increase | +3.81% | 1.09K shares | 835K | $114.9 | 29.89K |
| Q2 2020 | share | Decrease | -2.45% | -724 shares | 750K | $90.32 | 28.8K |
| Q1 2020 | share | Decrease | -2.03% | -612 shares | -335K | $62.79 | 29.52K |
| Q4 2019 | share | Increase | +22.38% | 5.51K shares | 833K | $72.34 | 30.13K |
| Q3 2019 | share | Increase | 0.00% | 24.62K shares | 1.37M | $55.01 | 24.62K |
| Q2 2019 | share | Decrease | -100.00% | -25.84K shares | -1.22M | $48.43 | 0 |
| Q1 2019 | share | Decrease | -3.94% | -1.06K shares | 166K | $46.29 | 25.84K |
| Q4 2018 | share | Decrease | -11.12% | -3.36K shares | -647K | $38.28 | 26.9K |
| Q3 2018 | share | Increase | +17.32% | 4.46K shares | 514K | $54.59 | 30.26K |
| Q2 2018 | share | Decrease | -0.69% | -180 shares | 104K | $44.61 | 25.79K |
| Q1 2018 | share | Increase | +0.54% | 140 shares | -3K | $40.28 | 25.97K |
| Q4 2017 | share | Decrease | -6.01% | -1.65K shares | 34K | $40.46 | 25.83K |
| Q3 2017 | share | Increase | +0.45% | 124 shares | 74K | $36.72 | 27.48K |
| Q2 2017 | share | Decrease | -8.62% | -2.58K shares | -90K | $34.17 | 27.36K |
| Q1 2017 | share | Increase | +20.22% | 5.03K shares | 354K | $33.95 | 29.94K |
| Q4 2016 | share | Decrease | -4.60% | -1.2K shares | -17K | $27.25 | 24.90K |
| Q3 2016 | share | Decrease | -0.09% | -24 shares | 113K | $26.46 | 26.10K |
| Q2 2016 | share | Increase | +0.29% | 76 shares | -85K | $22.26 | 26.13K |
| Q1 2016 | share | Decrease | -7.00% | -1.96K shares | -27K | $25.22 | 26.05K |