EWA
Encompass Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.88M | Sell |
38,385
-920
| -2% | -$189K | 2.89% | 8 |
|
|
2025
Q1 | $8.73M | Sell |
39,305
-263
| -0.7% | -$58.4K | 3.55% | 7 |
|
|
2024
Q4 | $9.91M | Sell |
39,568
-4,527
| -10% | -$1.13M | 4% | 7 |
|
|
2024
Q3 | $10.3M | Buy |
44,095
+870
| +2% | +$203K | 2.57% | 7 |
|
|
2024
Q2 | $9.1M | Sell |
43,225
-3,413
| -7% | -$719K | 2.41% | 10 |
|
|
2024
Q1 | $8M | Buy |
46,638
+9,655
| +26% | +$1.66M | 2.12% | 10 |
|
|
2023
Q4 | $7.12M | Sell |
36,983
-2,225
| -6% | -$428K | 2.14% | 10 |
|
|
2023
Q3 | $6.71M | Buy |
39,208
+2,505
| +7% | +$429K | 2.23% | 10 |
|
|
2023
Q2 | $7.12M | Sell |
36,703
-1,718
| -4% | -$333K | 2.32% | 10 |
|
|
2023
Q1 | $6.34M | Buy |
38,421
+868
| +2% | +$143K | 2.16% | 10 |
|
|
2022
Q4 | $4.88M | Buy |
37,553
+53
| +0.1% | +$6.89K | 1.78% | 11 |
|
|
2022
Q3 | $5.18M | Sell |
37,500
-483
| -1% | -$66.7K | 1.97% | 10 |
|
|
2022
Q2 | $5.19M | Sell |
37,983
-2,243
| -6% | -$307K | 1.84% | 13 |
|
|
2022
Q1 | $7.02M | Buy |
40,226
+876
| +2% | +$153K | 1.77% | 13 |
|
|
2021
Q4 | $6.99M | Buy |
39,350
+246
| +0.6% | +$43.7K | 1.7% | 12 |
|
|
2021
Q3 | $5.53M | Buy |
39,104
+2,204
| +6% | +$312K | 1.44% | 15 |
|
|
2021
Q2 | $5.05M | Buy |
36,900
+2,246
| +6% | +$308K | 1.24% | 17 |
|
|
2021
Q1 | $4.43M | Buy |
34,654
+3,383
| +11% | +$433K | 1.13% | 19 |
|
|
2020
Q4 | $4.15M | Buy |
+31,271
| New | +$4.15M | 2.39% | 9 |
|