LEVY WEALTH MANAGEMENT GROUP, LLC – Apple Inc. Transaction History
LEVY WEALTH MANAGEMENT GROUP, LLC portfolio value:
$7.02M
portfolio value
LEVY WEALTH MANAGEMENT GROUP, 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 | +2.27% | 1.13K shares | 230K | $138.2 | 50.84K |
Q2 2022 | share | Increase | +0.99% | 488 shares | -1.79M | $136.72 | 49.71K |
Q1 2022 | share | Increase | +4.65% | 2.18K shares | 242K | $174.61 | 49.23K |
Q4 2021 | share | Decrease | -8.08% | -4.13K shares | 1.11M | $178.2 | 47.04K |
Q3 2021 | share | Increase | +1.20% | 606 shares | 315K | $141.29 | 51.18K |
Q2 2021 | share | Increase | +2.20% | 1.09K shares | 882K | $136.56 | 50.57K |
Q1 2021 | share | Increase | +3.24% | 1.55K shares | -315K | $121.58 | 49.48K |
Q4 2020 | share | Increase | 0.00% | 47.93K shares | 6.36M | $131.88 | 47.93K |