OCTAVIA WEALTH ADVISORS, LLC – Apple Inc. Transaction History
OCTAVIA WEALTH ADVISORS, LLC portfolio value:
$26.58M
portfolio value
OCTAVIA 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 | Increase | +0.71% | 1.34K shares | 468K | $138.2 | 192.32K |
| Q2 2022 | share | Decrease | -0.40% | -766 shares | -7.36M | $136.72 | 190.97K |
| Q1 2022 | share | Decrease | -3.44% | -6.83K shares | -1.78M | $174.61 | 191.74K |
| Q4 2021 | share | Increase | +4.73% | 8.96K shares | 8.42M | $178.2 | 198.58K |
| Q3 2021 | share | Decrease | -2.75% | -5.35K shares | 131K | $141.29 | 189.61K |
| Q2 2021 | share | Decrease | -1.72% | -3.40K shares | 2.47M | $136.56 | 194.96K |
| Q1 2021 | share | Increase | +1.31% | 2.55K shares | -1.75M | $121.58 | 198.37K |
| Q4 2020 | share | Increase | 0.00% | 195.81K shares | 25.98M | $131.88 | 195.81K |