JEPPSON WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
JEPPSON WEALTH MANAGEMENT, LLC portfolio value:
$15.26M
portfolio value
JEPPSON 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 | Decrease | -0.56% | -624 shares | 78K | $138.2 | 110.47K |
| Q2 2022 | share | Increase | +11.01% | 11.02K shares | -2.28M | $136.72 | 111.09K |
| Q1 2022 | share | Decrease | -0.15% | -154 shares | -324K | $174.61 | 100.07K |
| Q4 2021 | share | Decrease | -1.63% | -1.65K shares | 3.38M | $178.2 | 100.23K |
| Q3 2021 | share | Decrease | -0.13% | -136 shares | 444K | $141.29 | 101.88K |
| Q2 2021 | share | Decrease | -0.99% | -1.01K shares | 1.38M | $136.56 | 102.02K |
| Q1 2021 | share | Decrease | -0.81% | -846 shares | -1.19M | $121.58 | 103.04K |
| Q4 2020 | share | Decrease | -1.15% | -1.20K shares | 1.61M | $131.88 | 103.88K |
| Q3 2020 | share | Increase | 0.00% | 105.09K shares | 12.17M | $114.9 | 105.09K |