PBMARES WEALTH MANAGEMENT LLC – Apple Inc. Transaction History
PBMARES WEALTH MANAGEMENT LLC portfolio value:
$5.35M
portfolio value
PBMARES 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 | +1.11% | 424 shares | 116K | $138.2 | 38.76K |
| Q2 2022 | share | Increase | +2.64% | 985 shares | -1.28M | $136.72 | 38.33K |
| Q1 2022 | share | Increase | +11.24% | 3.77K shares | 560K | $174.61 | 37.35K |
| Q4 2021 | share | Increase | +0.65% | 217 shares | 1.24M | $178.2 | 33.57K |
| Q3 2021 | share | Increase | +1.73% | 566 shares | 229K | $141.29 | 33.35K |
| Q2 2021 | share | Increase | +6.18% | 1.91K shares | 719K | $136.56 | 32.79K |
| Q1 2021 | share | Increase | +18.90% | 4.90K shares | 325K | $121.58 | 30.88K |
| Q4 2020 | share | Increase | +2.33% | 591 shares | 507K | $131.88 | 25.97K |
| Q3 2020 | share | Increase | +7.00% | 1.66K shares | 776K | $114.9 | 25.38K |
| Q2 2020 | share | Decrease | -3.87% | -956 shares | 595K | $90.32 | 23.72K |
| Q1 2020 | share | Decrease | -0.29% | -72 shares | -248K | $62.79 | 24.68K |
| Q4 2019 | share | Increase | 0.00% | 24.75K shares | 1.81M | $72.34 | 24.75K |