Evercore Wealth Management’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $338M | Sell |
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2025
Q1 | $378M | Sell |
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2024
Q4 | $438M | Sell |
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2024
Q3 | $411M | Sell |
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2024
Q2 | $375M | Sell |
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2024
Q1 | $310M | Sell |
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2023
Q4 | $359M | Sell |
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2023
Q3 | $324M | Sell |
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2023
Q2 | $369M | Sell |
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2023
Q1 | $315M | Sell |
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2022
Q4 | $253M | Sell |
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2022
Q3 | $274M | Sell |
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2022
Q2 | $274M | Sell |
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2022
Q1 | $360M | Sell |
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2021
Q4 | $371M | Sell |
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2021
Q3 | $299M | Sell |
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2021
Q2 | $295M | Sell |
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2021
Q1 | $265M | Sell |
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2020
Q4 | $291M | Sell |
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2020
Q3 | $257M | Sell |
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2020
Q2 | $212M | Sell |
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2020
Q1 | $148M | Sell |
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2019
Q4 | $177M | Sell |
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2019
Q3 | $138M | Buy |
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2019
Q2 | $122M | Buy |
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2019
Q1 | $110M | Buy |
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2018
Q4 | $88.3M | Buy |
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2018
Q3 | $125M | Sell |
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2018
Q2 | $105M | Buy |
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2018
Q1 | $93M | Sell |
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2017
Q4 | $96.7M | Sell |
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2017
Q3 | $89.1M | Sell |
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2017
Q2 | $84.5M | Sell |
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2017
Q1 | $85.9M | Sell |
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|||||
2016
Q4 | $71M | Sell |
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2016
Q3 | $70.3M | Buy |
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|||||
2016
Q2 | $58.5M | Sell |
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|||||
2016
Q1 | $68M | Buy |
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2015
Q4 | $61.9M | Sell |
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2015
Q3 | $72.7M | Buy |
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2015
Q2 | $80.6M | Buy |
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|||||
2015
Q1 | $78.8M | Sell |
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2014
Q4 | $70.3M | Sell |
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2014
Q3 | $64.2M | Sell |
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2014
Q2 | $59.7M | Buy |
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2014
Q1 | $48M | Sell |
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2013
Q4 | $55.7M | Buy |
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2013
Q3 | $46.1M | Sell |
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2013
Q2 | $42.5M | Buy |
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