HERITAGE WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
HERITAGE WEALTH MANAGEMENT, LLC portfolio value:
$5.74M
portfolio value
HERITAGE 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 | +7.29% | 2.82K shares | 447.90K | $138.2 | 41.55K |
| Q2 2022 | share | Decrease | -1.20% | -470 shares | -1.54M | $136.72 | 38.72K |
| Q1 2022 | share | Increase | +22.11% | 7.09K shares | 2.30M | $174.61 | 39.19K |
| Q3 2021 | share | Increase | +4.80% | 1.47K shares | 347K | $141.29 | 32.10K |
| Q2 2021 | share | Increase | +0.72% | 220 shares | 480K | $136.56 | 30.63K |
| Q1 2021 | share | Increase | 0.00% | 30.41K shares | 3.71M | $121.58 | 30.41K |