XCEL WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
XCEL WEALTH MANAGEMENT, LLC portfolio value:
$8.88M
portfolio value
XCEL 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 | +1.82% | 1.15K shares | 252K | $138.2 | 64.29K |
| Q2 2022 | share | Decrease | -7.72% | -5.27K shares | -3.31M | $136.72 | 63.14K |
| Q1 2022 | share | Decrease | -8.21% | -6.12K shares | -1.28M | $174.61 | 68.42K |
| Q4 2021 | share | Decrease | -0.15% | -113 shares | 2.67M | $178.2 | 74.54K |
| Q3 2021 | share | Decrease | -2.72% | -2.08K shares | 54K | $141.29 | 74.65K |
| Q2 2021 | share | Increase | +3.11% | 2.31K shares | 1.41M | $136.56 | 76.74K |
| Q1 2021 | share | Increase | +11.82% | 7.86K shares | 260K | $121.58 | 74.42K |
| Q4 2020 | share | Increase | +4.23% | 2.70K shares | 1.43M | $131.88 | 66.55K |
| Q3 2020 | share | Decrease | -12.16% | -8.83K shares | 766K | $114.9 | 63.85K |
| Q2 2020 | share | Decrease | -4.16% | -3.15K shares | 1.80M | $90.32 | 72.69K |
| Q1 2020 | share | Increase | +11.20% | 7.64K shares | -185K | $62.79 | 75.85K |
| Q4 2019 | share | Increase | +3.18% | 2.10K shares | 1.30M | $72.34 | 68.21K |
| Q3 2019 | share | Decrease | -2.71% | -1.84K shares | 339K | $55.01 | 66.10K |
| Q2 2019 | share | Decrease | -18.40% | -15.32K shares | -592K | $48.43 | 67.94K |
| Q1 2019 | share | Decrease | -9.05% | -8.28K shares | 344K | $46.29 | 83.26K |
| Q4 2018 | share | Increase | 0.00% | 91.55K shares | 3.61M | $38.28 | 91.55K |