EMAM
Encompass More Asset Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.4M | Buy |
31,178
+13,812
| +80% | +$2.83M | 1.5% | 13 |
|
|
2025
Q1 | $3.86M | Sell |
17,366
-115
| -0.7% | -$25.5K | 1.15% | 22 |
|
|
2024
Q4 | $4.38M | Sell |
17,481
-697
| -4% | -$175K | 1.44% | 15 |
|
|
2024
Q3 | $4.24M | Buy |
18,178
+14,113
| +347% | +$3.29M | 1.61% | 15 |
|
|
2024
Q2 | $856K | Buy |
4,065
+79
| +2% | +$16.6K | 0.61% | 39 |
|
|
2024
Q1 | $684K | Buy |
3,986
+2,796
| +235% | +$480K | 0.57% | 36 |
|
|
2023
Q4 | $229K | Buy |
+1,190
| New | +$229K | 0.26% | 78 |
|