MONTZ HARCUS WEALTH MANAGEMENT LLC – Apple Inc. Transaction History
MONTZ HARCUS WEALTH MANAGEMENT LLC portfolio value:
$4.39M
portfolio value
MONTZ HARCUS 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 | +1.76% | 548 shares | 122K | $138.2 | 31.77K |
| Q2 2022 | share | Increase | +0.13% | 41 shares | -1.17M | $136.72 | 31.22K |
| Q1 2022 | share | Decrease | -0.83% | -260 shares | -139K | $174.61 | 31.18K |
| Q4 2021 | share | Increase | 0.00% | 31.44K shares | 5.58M | $178.2 | 31.44K |