BLUE ZONE WEALTH ADVISORS, LLC – Apple Inc. Transaction History
BLUE ZONE WEALTH ADVISORS, LLC portfolio value:
$7.61M
portfolio value
BLUE ZONE WEALTH 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 | -0.28% | -157 shares | 60K | $138.2 | 55.11K |
| Q2 2022 | share | Increase | +2.15% | 1.16K shares | -1.89M | $136.72 | 55.27K |
| Q1 2022 | share | Increase | +22.38% | 9.89K shares | 1.59M | $174.61 | 54.11K |
| Q4 2021 | share | Increase | +1.45% | 634 shares | 1.68M | $178.2 | 44.21K |
| Q3 2021 | share | Decrease | -2.78% | -1.24K shares | 27K | $141.29 | 43.58K |
| Q2 2021 | share | Increase | +1.56% | 688 shares | 748K | $136.56 | 44.82K |
| Q1 2021 | share | Increase | +0.92% | 403 shares | -411K | $121.58 | 44.14K |
| Q4 2020 | share | Decrease | -0.28% | -121 shares | 724K | $131.88 | 43.73K |
| Q3 2020 | share | Increase | +0.12% | 54 shares | 1.08M | $114.9 | 43.85K |
| Q2 2020 | share | Increase | +1.31% | 568 shares | 1.24M | $90.32 | 43.80K |
| Q1 2020 | share | Increase | +25.41% | 8.76K shares | 218K | $62.79 | 43.23K |
| Q4 2019 | share | Increase | 0.00% | 34.47K shares | 2.53M | $72.34 | 34.47K |