EWM
Evercore Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $338M | Sell |
1,645,530
-56,602
| -3% | -$11.6M | 5.25% | 3 |
|
|
2025
Q1 | $378M | Sell |
1,702,132
-47,218
| -3% | -$10.5M | 6.07% | 1 |
|
|
2024
Q4 | $438M | Sell |
1,749,350
-15,004
| -0.9% | -$3.76M | 6.56% | 1 |
|
|
2024
Q3 | $411M | Sell |
1,764,354
-15,770
| -0.9% | -$3.67M | 6.17% | 1 |
|
|
2024
Q2 | $375M | Sell |
1,780,124
-26,777
| -1% | -$5.64M | 5.9% | 2 |
|
|
2024
Q1 | $310M | Sell |
1,806,901
-55,257
| -3% | -$9.48M | 4.86% | 2 |
|
|
2023
Q4 | $359M | Sell |
1,862,158
-32,345
| -2% | -$6.23M | 6.01% | 1 |
|
|
2023
Q3 | $324M | Sell |
1,894,503
-7,029
| -0.4% | -$1.2M | 6.07% | 1 |
|
|
2023
Q2 | $369M | Sell |
1,901,532
-6,444
| -0.3% | -$1.25M | 6.76% | 1 |
|
|
2023
Q1 | $315M | Sell |
1,907,976
-42,504
| -2% | -$7.01M | 6.27% | 1 |
|
|
2022
Q4 | $253M | Sell |
1,950,480
-30,748
| -2% | -$4M | 5.31% | 1 |
|
|
2022
Q3 | $274M | Sell |
1,981,228
-22,923
| -1% | -$3.17M | 6.18% | 1 |
|
|
2022
Q2 | $274M | Sell |
2,004,151
-59,027
| -3% | -$8.07M | 5.78% | 1 |
|
|
2022
Q1 | $360M | Sell |
2,063,178
-26,864
| -1% | -$4.69M | 6.37% | 1 |
|
|
2021
Q4 | $371M | Sell |
2,090,042
-22,742
| -1% | -$4.04M | 6.04% | 1 |
|
|
2021
Q3 | $299M | Sell |
2,112,784
-43,518
| -2% | -$6.16M | 5.41% | 1 |
|
|
2021
Q2 | $295M | Sell |
2,156,302
-12,893
| -0.6% | -$1.77M | 5.4% | 1 |
|
|
2021
Q1 | $265M | Sell |
2,169,195
-26,816
| -1% | -$3.28M | 5.25% | 1 |
|
|
2020
Q4 | $291M | Sell |
2,196,011
-23,950
| -1% | -$3.18M | 6.28% | 1 |
|
|
2020
Q3 | $257M | Buy |
2,219,961
+1,638,356
| +282% | +$190M | 6.29% | 1 |
|
|
2020
Q2 | $212M | Sell |
581,605
-2,003
| -0.3% | -$731K | 5.67% | 1 |
|
|
2020
Q1 | $148M | Sell |
583,608
-17,632
| -3% | -$4.48M | 4.89% | 2 |
|
|
2019
Q4 | $177M | Sell |
601,240
-13,336
| -2% | -$3.92M | 4.76% | 1 |
|
|
2019
Q3 | $138M | Buy |
614,576
+138
| +0% | +$30.9K | 4.04% | 2 |
|
|
2019
Q2 | $122M | Buy |
614,438
+36,886
| +6% | +$7.3M | 3.69% | 3 |
|
|
2019
Q1 | $110M | Buy |
577,552
+17,521
| +3% | +$3.33M | 3.53% | 3 |
|
|
2018
Q4 | $88.3M | Buy |
560,031
+7,056
| +1% | +$1.11M | 3.34% | 4 |
|
|
2018
Q3 | $125M | Sell |
552,975
-15,642
| -3% | -$3.53M | 3.99% | 1 |
|
|
2018
Q2 | $105M | Buy |
568,617
+14,597
| +3% | +$2.7M | 3.6% | 1 |
|
|
2018
Q1 | $93M | Sell |
554,020
-17,146
| -3% | -$2.88M | 3.55% | 1 |
|
|
2017
Q4 | $96.7M | Sell |
571,166
-7,188
| -1% | -$1.22M | 3.59% | 1 |
|
|
2017
Q3 | $89.1M | Sell |
578,354
-8,520
| -1% | -$1.31M | 3.47% | 1 |
|
|
2017
Q2 | $84.5M | Sell |
586,874
-11,217
| -2% | -$1.62M | 3.26% | 1 |
|
|
2017
Q1 | $85.9M | Sell |
598,091
-14,498
| -2% | -$2.08M | 3.36% | 1 |
|
|
2016
Q4 | $71M | Sell |
612,589
-9,194
| -1% | -$1.06M | 2.94% | 2 |
|
|
2016
Q3 | $70.3M | Buy |
621,783
+10,172
| +2% | +$1.15M | 2.91% | 1 |
|
|
2016
Q2 | $58.5M | Sell |
611,611
-12,100
| -2% | -$1.16M | 2.58% | 3 |
|
|
2016
Q1 | $68M | Buy |
623,711
+35,453
| +6% | +$3.86M | 3% | 1 |
|
|
2015
Q4 | $61.9M | Sell |
588,258
-70,677
| -11% | -$7.44M | 2.87% | 1 |
|
|
2015
Q3 | $72.7M | Buy |
658,935
+16,507
| +3% | +$1.82M | 3.47% | 1 |
|
|
2015
Q2 | $80.6M | Buy |
642,428
+8,911
| +1% | +$1.12M | 3.64% | 1 |
|
|
2015
Q1 | $78.8M | Sell |
633,517
-3,560
| -0.6% | -$443K | 3.62% | 1 |
|
|
2014
Q4 | $70.3M | Sell |
637,077
-117
| -0% | -$12.9K | 3.51% | 1 |
|
|
2014
Q3 | $64.2M | Sell |
637,194
-4,807
| -0.7% | -$484K | 3.22% | 1 |
|
|
2014
Q2 | $59.7M | Buy |
642,001
+552,599
| +618% | +$51.4M | 3.08% | 1 |
|
|
2014
Q1 | $48M | Sell |
89,402
-9,990
| -10% | -$5.36M | 2.69% | 1 |
|
|
2013
Q4 | $55.7M | Buy |
99,392
+2,645
| +3% | +$1.48M | 3.06% | 1 |
|
|
2013
Q3 | $46.1M | Sell |
96,747
-10,271
| -10% | -$4.9M | 2.64% | 1 |
|
|
2013
Q2 | $42.5M | Buy |
+107,018
| New | +$42.5M | 2.4% | 3 |
|