ENCOMPASS WEALTH ADVISORS, LLC – Apple Inc. Transaction History
ENCOMPASS WEALTH ADVISORS, LLC portfolio value:
$5.18M
portfolio value
ENCOMPASS WEALTH ADVISORS, 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 | Decrease | -1.27% | -483 shares | -11K | $138.2 | 37.5K |
| Q2 2022 | share | Decrease | -5.58% | -2.24K shares | -1.83M | $136.72 | 37.98K |
| Q1 2022 | share | Increase | +2.23% | 876 shares | 37K | $174.61 | 40.22K |
| Q4 2021 | share | Increase | +0.63% | 246 shares | 1.45M | $178.2 | 39.35K |
| Q3 2021 | share | Increase | +5.97% | 2.20K shares | 480K | $141.29 | 39.10K |
| Q2 2021 | share | Increase | +6.48% | 2.24K shares | 619K | $136.56 | 36.9K |
| Q1 2021 | share | Increase | +10.82% | 3.38K shares | 285K | $121.58 | 34.65K |
| Q4 2020 | share | Increase | 0.00% | 31.27K shares | 4.14M | $131.88 | 31.27K |