Compass Wealth Management LLC's ownership history for AAPL

Compass Wealth Management LLC currently holds 11.1K shares with a market value of $2.8M. It started holding AAPL on 2024-09-30. At its peak, it held 12.6K shares on 2024-09-30. Its highest holding value was $3.0M on 2024-12-31. At its lowest, it held 10.8K shares on 2025-03-31, with a value of $2.4M on 2025-06-30. In the recent 180 days, Compass Wealth Management LLC has increased its shares by 236. In the recent year, Compass Wealth Management LLC has decreased its shares by 1.5K.