BENCHMARK FINANCIAL WEALTH ADVISORS, LLC – Apple Inc. Transaction History
BENCHMARK FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$5.27M
portfolio value
BENCHMARK 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 | -1.26% | -488 shares | -10K | $138.2 | 38.13K |
| Q2 2022 | share | Increase | +1.81% | 687 shares | -1.34M | $136.72 | 38.62K |
| Q1 2022 | share | Decrease | -1.39% | -535 shares | -207K | $174.61 | 37.94K |
| Q4 2021 | share | Increase | +2.55% | 956 shares | 1.52M | $178.2 | 38.47K |
| Q3 2021 | share | Decrease | -0.33% | -125 shares | 153K | $141.29 | 37.51K |
| Q2 2021 | share | Increase | +0.40% | 150 shares | 576K | $136.56 | 37.64K |
| Q1 2021 | share | Decrease | -12.50% | -5.35K shares | -1.10M | $121.58 | 37.49K |
| Q4 2020 | share | Decrease | -3.17% | -1.40K shares | 560K | $131.88 | 42.84K |
| Q3 2020 | share | Increase | +18.36% | 6.86K shares | 1.71M | $114.9 | 44.25K |
| Q2 2020 | share | Increase | +18.74% | 5.9K shares | 1.40M | $90.32 | 37.38K |
| Q1 2020 | share | Increase | +1.52% | 472 shares | -275K | $62.79 | 31.48K |
| Q4 2019 | share | Decrease | -1.11% | -348 shares | 521K | $72.34 | 31.01K |
| Q3 2019 | share | Decrease | -19.30% | -7.5K shares | -167K | $55.01 | 31.36K |
| Q2 2019 | share | Increase | +17.43% | 5.76K shares | 351K | $48.43 | 38.86K |
| Q1 2019 | share | Decrease | -6.25% | -2.20K shares | 180K | $46.29 | 33.09K |
| Q4 2018 | share | Increase | 0.00% | 35.30K shares | 1.39M | $38.28 | 35.30K |