ENCOMPASS WEALTH ADVISORS, LLC AAPL Holdings History
ENCOMPASS WEALTH ADVISORS, LLC's Apple Inc Holding Summary
As of 2025-06-30, ENCOMPASS WEALTH ADVISORS, LLC held 38,385.00 shares of Apple Inc(AAPL), totaling $7.88 Mil. This investment constitutes 2.89% of their stock portfolio, and ENCOMPASS WEALTH ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then ENCOMPASS WEALTH ADVISORS, LLC has made 10 purchases of AAPL, at an average price of $139.24, for a total of 54,177.00 shares. In addition, there have been 8 sales at an average price of $194.87 for 15,792.00 shares. Based on historical transaction data and AAPL's current price of $211.18, ENCOMPASS WEALTH ADVISORS, LLC's estimated gain on his AAPL holdings is $3.64 Mil, reflecting a 48.25% gain to date.
ENCOMPASS WEALTH ADVISORS, LLC AAPL ($211.18) Holding Chart
ENCOMPASS WEALTH ADVISORS, LLC AAPL ($211.18) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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