SUGARLOAF WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
SUGARLOAF WEALTH MANAGEMENT, LLC portfolio value:
$8.78M
portfolio value
SUGARLOAF 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 | -0.20% | -127 shares | 78K | $138.2 | 63.58K |
| Q2 2022 | share | Increase | +1.05% | 659 shares | -2.29M | $136.72 | 63.70K |
| Q1 2022 | share | Increase | +0.93% | 581 shares | -83K | $174.61 | 63.04K |
| Q4 2021 | share | Decrease | -1.22% | -770 shares | 2.14M | $178.2 | 62.46K |
| Q3 2021 | share | Decrease | -2.89% | -1.88K shares | 29K | $141.29 | 63.23K |
| Q2 2021 | share | Increase | +116183.93% | 65.06K shares | 845K | $136.56 | 65.11K |
| Q1 2021 | share | Decrease | -99.90% | -56.22K shares | 607K | $121.58 | 56 |
| Q4 2020 | share | Decrease | -2.95% | -1.71K shares | 850K | $131.88 | 56.28K |
| Q3 2020 | share | Decrease | -21.81% | -16.18K shares | -148K | $114.9 | 57.99K |
| Q2 2020 | share | Increase | +0.18% | 136 shares | 2.05M | $90.32 | 74.17K |
| Q1 2020 | share | Increase | +4.78% | 3.38K shares | -480K | $62.79 | 74.03K |
| Q4 2019 | share | Increase | 0.00% | 70.65K shares | 5.18M | $72.34 | 70.65K |