SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP – Apple Inc. Transaction History
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP portfolio value:
$4.77M
portfolio value
SCHNEIDER DOWNS WEALTH MANAGEMENT ADVISORS, LP 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 | -9.58% | -3.66K shares | -449K | $138.2 | 34.56K |
| Q2 2022 | share | Decrease | -0.76% | -294 shares | -1.5M | $136.72 | 38.22K |
| Q1 2022 | share | Decrease | -4.91% | -1.99K shares | -468K | $174.61 | 38.52K |
| Q4 2021 | share | Increase | +0.42% | 168 shares | 1.48M | $178.2 | 40.51K |
| Q3 2021 | share | Increase | +6.57% | 2.48K shares | 524K | $141.29 | 40.34K |
| Q2 2021 | share | Increase | +0.81% | 303 shares | 598K | $136.56 | 37.85K |
| Q1 2021 | share | Increase | +8.43% | 2.92K shares | -9K | $121.58 | 37.55K |
| Q4 2020 | share | Decrease | -13.27% | -5.30K shares | -29K | $131.88 | 34.63K |
| Q3 2020 | share | Increase | +4.25% | 1.62K shares | 1.13M | $114.9 | 39.93K |
| Q2 2020 | share | Increase | +38.58% | 10.66K shares | 1.73M | $90.32 | 38.30K |
| Q1 2020 | share | Increase | +37.64% | 7.56K shares | 283K | $62.79 | 27.64K |
| Q4 2019 | share | Decrease | -5.90% | -1.26K shares | 279K | $72.34 | 20.08K |
| Q3 2019 | share | Decrease | -2.72% | -596 shares | 109K | $55.01 | 21.34K |
| Q2 2019 | share | Increase | +2.87% | 612 shares | 73K | $48.43 | 21.94K |
| Q1 2019 | share | Decrease | -2.74% | -600 shares | 148K | $46.29 | 21.32K |
| Q4 2018 | share | Decrease | -20.26% | -5.57K shares | -687K | $38.28 | 21.92K |
| Q3 2018 | share | Increase | +30.48% | 6.42K shares | 577K | $54.59 | 27.5K |
| Q2 2018 | share | Decrease | -23.83% | -6.59K shares | -185K | $44.61 | 21.07K |
| Q1 2018 | share | Increase | +174.48% | 17.58K shares | 734K | $40.28 | 27.66K |
| Q4 2017 | share | 0.00% | 0 shares | 38K | $40.46 | 10.08K | |
| Q3 2017 | share | Decrease | -8.89% | -984 shares | -10K | $36.72 | 10.08K |
| Q2 2017 | share | Decrease | -32.16% | -5.24K shares | -188K | $34.17 | 11.06K |
| Q1 2017 | share | Decrease | -0.95% | -156 shares | 109K | $33.95 | 16.30K |
| Q4 2016 | share | Increase | 0.00% | 16.46K shares | 477K | $27.25 | 16.46K |