SUMMIT FINANCIAL WEALTH ADVISORS, LLC – Apple Inc. Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$6.02M
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, 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 | -1.70% | -719 shares | -450K | $138.2 | 41.63K |
| Q2 2022 | share | Increase | +2.44% | 1.00K shares | -741K | $136.72 | 42.35K |
| Q1 2022 | share | Decrease | -1.21% | -506 shares | -301K | $174.61 | 41.34K |
| Q4 2021 | share | Decrease | -1.46% | -622 shares | 1.51M | $178.2 | 41.84K |
| Q3 2021 | share | Increase | +0.23% | 96 shares | 206K | $141.29 | 42.47K |
| Q2 2021 | share | Decrease | -6.83% | -3.10K shares | -231K | $136.56 | 42.37K |
| Q1 2021 | share | Increase | +0.19% | 84 shares | 778K | $121.58 | 45.47K |
| Q4 2020 | share | Decrease | -8.01% | -3.95K shares | -110K | $131.88 | 45.39K |
| Q3 2020 | share | Decrease | -2.10% | -1.05K shares | 561K | $114.9 | 49.34K |
| Q2 2020 | share | Decrease | -1.27% | -648 shares | 1.45M | $90.32 | 50.40K |
| Q1 2020 | share | Decrease | -11.48% | -6.62K shares | -1.10M | $62.79 | 51.05K |
| Q4 2019 | share | Decrease | -2.81% | -1.66K shares | 951K | $72.34 | 57.67K |
| Q3 2019 | share | Decrease | -1.27% | -764 shares | 530K | $55.01 | 59.34K |
| Q2 2019 | share | Decrease | -40.89% | -41.57K shares | -1.99M | $48.43 | 60.10K |
| Q1 2019 | share | Increase | +13.05% | 11.74K shares | 1.41M | $46.29 | 101.67K |
| Q4 2018 | share | Increase | +47.44% | 28.93K shares | 233K | $38.28 | 89.93K |
| Q3 2018 | share | Increase | +3.86% | 2.26K shares | 850K | $54.59 | 61K |
| Q2 2018 | share | Decrease | -3.88% | -2.36K shares | -99K | $44.61 | 58.73K |
| Q1 2018 | share | Increase | +1.98% | 1.18K shares | 28K | $40.28 | 61.1K |
| Q4 2017 | share | Decrease | -3.95% | -2.46K shares | 132K | $40.46 | 59.91K |
| Q3 2017 | share | Decrease | -7.21% | -4.84K shares | -17K | $36.72 | 62.37K |
| Q2 2017 | share | Decrease | -0.15% | -104 shares | 2K | $34.17 | 67.22K |
| Q1 2017 | share | Increase | +8.11% | 5.05K shares | 615K | $33.95 | 67.32K |
| Q4 2016 | share | Increase | +0.17% | 108 shares | 46K | $27.25 | 62.27K |
| Q3 2016 | share | Decrease | -21.64% | -17.16K shares | -139K | $26.46 | 62.16K |
| Q2 2016 | share | Decrease | -22.80% | -23.42K shares | -904K | $22.26 | 79.32K |
| Q1 2016 | share | Increase | +8.32% | 7.89K shares | 304K | $25.22 | 102.75K |