SUMMIT WEALTH & RETIREMENT PLANNING, INC. – Apple Inc. Transaction History
SUMMIT WEALTH & RETIREMENT PLANNING, INC. portfolio value:
$2.90M
portfolio value
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 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 | Increase | +16.75% | 3.01K shares | 443K | $138.2 | 21.02K |
| Q2 2022 | share | Increase | +0.72% | 129 shares | -659K | $136.72 | 18.00K |
| Q1 2022 | share | Decrease | -26.94% | -6.59K shares | -1.22M | $174.61 | 17.87K |
| Q4 2021 | share | Decrease | -6.03% | -1.56K shares | 661K | $178.2 | 24.46K |
| Q3 2021 | share | Decrease | -0.10% | -27 shares | 114K | $141.29 | 26.03K |
| Q2 2021 | share | Decrease | -12.17% | -3.61K shares | -55K | $136.56 | 26.06K |
| Q1 2021 | share | Decrease | -7.33% | -2.34K shares | -624K | $121.58 | 29.67K |
| Q4 2020 | share | Increase | +0.71% | 225 shares | 567K | $131.88 | 32.02K |
| Q3 2020 | share | Increase | +2.86% | 884 shares | 863K | $114.9 | 31.79K |
| Q2 2020 | share | Decrease | -9.74% | -3.33K shares | 642K | $90.32 | 30.91K |
| Q1 2020 | share | Decrease | -3.58% | -1.27K shares | -431K | $62.79 | 34.24K |
| Q4 2019 | share | Increase | +3.62% | 1.24K shares | 689K | $72.34 | 35.52K |
| Q3 2019 | share | Decrease | -26.11% | -12.11K shares | -376K | $55.01 | 34.28K |
| Q2 2019 | share | Decrease | -0.85% | -400 shares | 73K | $48.43 | 46.39K |
| Q1 2019 | share | Increase | 0.00% | 46.79K shares | 2.22M | $46.29 | 46.79K |