WEALTHSPIRE ADVISORS, LLC – Apple Inc. Transaction History
WEALTHSPIRE ADVISORS, LLC portfolio value:
$40.97M
portfolio value
WEALTHSPIRE 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 | -1.13% | -3.37K shares | -23K | $138.2 | 296.45K |
| Q2 2022 | share | Increase | +42.80% | 89.86K shares | 4.33M | $136.72 | 299.82K |
| Q1 2022 | share | Decrease | -21.77% | -58.42K shares | -10.99M | $174.61 | 209.96K |
| Q4 2021 | share | Decrease | -18.68% | -61.64K shares | 958K | $178.2 | 268.38K |
| Q3 2021 | share | Increase | +99.02% | 164.19K shares | 23.98M | $141.29 | 330.02K |
| Q2 2021 | share | Decrease | -61.46% | -264.50K shares | -29.85M | $136.56 | 165.82K |
| Q1 2021 | share | Increase | +42.08% | 127.45K shares | 12.37M | $121.58 | 430.33K |
| Q4 2020 | share | Increase | 0.00% | 302.88K shares | 40.18M | $131.88 | 302.88K |
| Q3 2020 | share | Increase | +8.67% | 10.48K shares | 4.19M | $114.9 | 131.37K |
| Q2 2020 | share | Decrease | -73.56% | -336.41K shares | -18.04M | $90.32 | 120.89K |
| Q1 2020 | share | Increase | +540.60% | 385.92K shares | 23.83M | $62.79 | 457.30K |
| Q4 2019 | share | Increase | +21.38% | 12.57K shares | 1.94M | $72.34 | 71.38K |
| Q3 2019 | share | Increase | +278.65% | 43.28K shares | 2.52M | $55.01 | 58.81K |
| Q2 2019 | share | Increase | 0.00% | 15.53K shares | 769K | $48.43 | 15.53K |
| Q1 2019 | share | Decrease | -100.00% | -24.38K shares | -962K | $46.29 | 0 |
| Q4 2018 | share | Increase | 0.00% | 24.38K shares | 962K | $38.28 | 24.38K |