TOTAL WEALTH PLANNING, LLC – Apple Inc. Transaction History
TOTAL WEALTH PLANNING, LLC portfolio value:
$907,000
portfolio value
TOTAL WEALTH PLANNING, 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 | -2.69% | -181 shares | -14K | $138.2 | 6.55K |
| Q2 2022 | share | Increase | +10.09% | 618 shares | -148K | $136.72 | 6.74K |
| Q1 2022 | share | Increase | 0.00% | 6.12K shares | 1.06M | $174.61 | 6.12K |
| Q4 2021 | share | Decrease | -100.00% | -3.14K shares | -445K | $178.2 | 0 |
| Q3 2021 | share | Decrease | -23.83% | -983 shares | -120K | $141.29 | 3.14K |
| Q2 2021 | share | Increase | +32.17% | 1.00K shares | 184K | $136.56 | 4.12K |
| Q1 2021 | share | Decrease | -12.99% | -466 shares | -95K | $121.58 | 3.12K |
| Q4 2020 | share | Increase | +14.31% | 449 shares | 113K | $131.88 | 3.58K |
| Q3 2020 | share | Increase | +16.57% | 446 shares | 117K | $114.9 | 3.13K |
| Q2 2020 | share | Increase | 0.00% | 2.69K shares | 246K | $90.32 | 2.69K |
| Q1 2020 | share | Decrease | -100.00% | -2.76K shares | -203K | $62.79 | 0 |
| Q4 2019 | share | Increase | 0.00% | 2.76K shares | 203K | $72.34 | 2.76K |