LIBERTY WEALTH MANAGEMENT LLC – Apple Inc. Transaction History
LIBERTY WEALTH MANAGEMENT LLC portfolio value:
$13.07M
portfolio value
LIBERTY WEALTH MANAGEMENT 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 | Increase | +1.19% | 1.11K shares | 292K | $138.2 | 94.58K |
| Q2 2022 | share | Increase | +3.59% | 3.23K shares | -2.96M | $136.72 | 93.46K |
| Q1 2022 | share | Increase | +2.46% | 2.17K shares | 36K | $174.61 | 90.22K |
| Q4 2021 | share | Increase | +1.77% | 1.53K shares | 3.45M | $178.2 | 88.05K |
| Q3 2021 | share | Decrease | -53.15% | -98.16K shares | -13.06M | $141.29 | 86.52K |
| Q2 2021 | share | Increase | +2.84% | 5.09K shares | 1.23M | $136.56 | 184.69K |
| Q1 2021 | share | 0.00% | 0 shares | 0 | $121.58 | 179.60K | |
| Q4 2020 | share | Decrease | -5.09% | -9.63K shares | 2.17M | $131.88 | 179.60K |
| Q3 2020 | share | Increase | +12.17% | 20.53K shares | 6.52M | $114.9 | 189.23K |
| Q2 2020 | share | Decrease | -5.16% | -9.17K shares | 4.07M | $90.32 | 168.70K |
| Q1 2020 | share | Decrease | -0.73% | -1.31K shares | -1.84M | $62.79 | 177.88K |
| Q4 2019 | share | Increase | +1.33% | 2.36K shares | 3.25M | $72.34 | 179.19K |
| Q3 2019 | share | Decrease | -15.70% | -32.92K shares | -477K | $55.01 | 176.83K |
| Q2 2019 | share | Increase | +18.96% | 33.43K shares | 2.00M | $48.43 | 209.76K |
| Q1 2019 | share | Decrease | -0.51% | -912 shares | 1.38M | $46.29 | 176.32K |
| Q4 2018 | share | Increase | 0.00% | 177.23K shares | 6.98M | $38.28 | 177.23K |