NORTHCAPE WEALTH MANAGEMENT, LLC – Apple Inc. Transaction History
NORTHCAPE WEALTH MANAGEMENT, LLC portfolio value:
$9.70M
portfolio value
NORTHCAPE 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 | +27.42% | 15.11K shares | 2.17M | $138.2 | 70.22K |
| Q2 2022 | share | Decrease | -25.47% | -18.83K shares | -5.37M | $136.72 | 55.10K |
| Q1 2022 | share | Increase | +39.55% | 20.95K shares | 3.50M | $174.61 | 73.93K |
| Q4 2021 | share | Increase | 0.00% | 52.98K shares | 9.40M | $178.2 | 52.98K |