CALIBER WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
CALIBER WEALTH MANAGEMENT, LLC portfolio value:
$2.87M
portfolio value
CALIBER 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 | +1.37% | 282 shares | 70K | $138.2 | 20.80K |
| Q2 2022 | share | Decrease | -8.23% | -1.84K shares | -1.09M | $136.72 | 20.51K |
| Q1 2022 | share | Increase | +9.91% | 2.01K shares | 383K | $174.61 | 22.36K |
| Q4 2021 | share | Increase | +5.16% | 998 shares | 686K | $178.2 | 20.34K |
| Q3 2021 | share | Increase | +7.51% | 1.35K shares | 371K | $141.29 | 19.34K |
| Q2 2021 | share | Decrease | -13.43% | -2.79K shares | -75K | $136.56 | 17.99K |
| Q1 2021 | share | Increase | +4.30% | 857 shares | -105K | $121.58 | 20.78K |
| Q4 2020 | share | Increase | 0.00% | 19.92K shares | 2.64M | $131.88 | 19.92K |