GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. – Apple Inc. Transaction History
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, INC. portfolio value:
$10.02M
portfolio value
GLOBAL WEALTH MANAGEMENT INVESTMENT ADVISORY, 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 | +19.82% | 12.00K shares | 1.74M | $138.2 | 72.56K |
| Q2 2022 | share | Increase | +6.79% | 3.84K shares | -1.62M | $136.72 | 60.55K |
| Q1 2022 | share | Decrease | -0.24% | -138 shares | -192K | $174.61 | 56.70K |
| Q4 2021 | share | Decrease | -2.95% | -1.72K shares | 1.80M | $178.2 | 56.84K |
| Q3 2021 | share | Decrease | -0.90% | -532 shares | 193K | $141.29 | 58.57K |
| Q2 2021 | share | Decrease | -4.45% | -2.75K shares | 539K | $136.56 | 59.10K |
| Q1 2021 | share | Decrease | -5.39% | -3.52K shares | -1.11M | $121.58 | 61.85K |
| Q4 2020 | share | Increase | +0.23% | 152 shares | 1.12M | $131.88 | 65.38K |
| Q3 2020 | share | Decrease | -24.74% | -21.43K shares | -350K | $114.9 | 65.22K |
| Q2 2020 | share | Decrease | -0.96% | -844 shares | 2.34M | $90.32 | 86.66K |
| Q1 2020 | share | Decrease | -3.45% | -3.12K shares | -1.09M | $62.79 | 87.51K |
| Q4 2019 | share | Decrease | -15.80% | -17.00K shares | 627K | $72.34 | 90.63K |
| Q3 2019 | share | Decrease | -3.99% | -4.47K shares | 479K | $55.01 | 107.64K |
| Q2 2019 | share | Increase | +7.44% | 7.76K shares | 593K | $48.43 | 112.11K |
| Q1 2019 | share | Increase | +12.43% | 11.54K shares | 1.29M | $46.29 | 104.34K |
| Q4 2018 | share | Increase | 0.00% | 92.80K shares | 3.66M | $38.28 | 92.80K |