TREVIAN WEALTH MANAGEMENT LLC – Apple Inc. Transaction History
TREVIAN WEALTH MANAGEMENT LLC portfolio value:
$1.33M
portfolio value
TREVIAN 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 | +1.49% | 141 shares | 33K | $138.2 | 9.63K |
Q2 2022 | share | Increase | +0.02% | 2 shares | -358K | $136.72 | 9.49K |
Q1 2022 | share | Decrease | -4.32% | -429 shares | -105K | $174.61 | 9.49K |
Q4 2021 | share | Increase | 0.00% | 9.92K shares | 1.76M | $178.2 | 9.92K |