SUMMIT PLACE FINANCIAL ADVISORS, LLC – Apple Inc. Transaction History
SUMMIT PLACE FINANCIAL ADVISORS, LLC portfolio value:
$3.95M
portfolio value
SUMMIT PLACE FINANCIAL ADVISORS, 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 | Decrease | -3.70% | -1.1K shares | -108K | $138.2 | 28.61K |
| Q2 2022 | share | Decrease | -2.64% | -807 shares | -1.26M | $136.72 | 29.71K |
| Q1 2022 | share | Decrease | -8.85% | -2.96K shares | -617K | $174.61 | 30.52K |
| Q4 2021 | share | Decrease | -0.61% | -207 shares | 1.17M | $178.2 | 33.48K |
| Q3 2021 | share | Increase | +2.10% | 692 shares | 248K | $141.29 | 33.69K |
| Q2 2021 | share | Increase | +4.60% | 1.45K shares | 666K | $136.56 | 33.00K |
| Q1 2021 | share | Decrease | -0.39% | -125 shares | -349K | $121.58 | 31.55K |
| Q4 2020 | share | Increase | +0.94% | 296 shares | 569K | $131.88 | 31.67K |
| Q3 2020 | share | Increase | 0.00% | 31.38K shares | 3.63M | $114.9 | 31.38K |