EA
Evergreen Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $727K | Buy |
3,545
+67
| +2% | +$13.7K | 0.19% | 13 |
|
|
2025
Q1 | $773K | Sell |
3,478
-158
| -4% | -$35.1K | 0.21% | 12 |
|
|
2024
Q4 | $910K | Buy |
3,636
+532
| +17% | +$133K | 0.25% | 12 |
|
|
2024
Q3 | $723K | Buy |
3,104
+123
| +4% | +$28.7K | 0.2% | 13 |
|
|
2024
Q2 | $628K | Sell |
2,981
-642
| -18% | -$135K | 0.19% | 13 |
|
|
2024
Q1 | $621K | Sell |
3,623
-232
| -6% | -$39.8K | 0.19% | 13 |
|
|
2023
Q4 | $742K | Sell |
3,855
-522
| -12% | -$101K | 0.24% | 13 |
|
|
2023
Q3 | $749K | Buy |
4,377
+96
| +2% | +$16.4K | 0.27% | 12 |
|
|
2023
Q2 | $830K | Buy |
4,281
+2
| +0% | +$388 | 0.29% | 11 |
|
|
2023
Q1 | $706K | Buy |
4,279
+3
| +0.1% | +$495 | 0.26% | 13 |
|
|
2022
Q4 | $556K | Buy |
4,276
+2
| +0% | +$260 | 0.22% | 13 |
|
|
2022
Q3 | $591K | Buy |
4,274
+108
| +3% | +$14.9K | 0.25% | 9 |
|
|
2022
Q2 | $570K | Buy |
4,166
+157
| +4% | +$21.5K | 0.23% | 9 |
|
|
2022
Q1 | $700K | Buy |
4,009
+2
| +0% | +$349 | 0.25% | 9 |
|
|
2021
Q4 | $711K | Buy |
4,007
+3
| +0.1% | +$532 | 0.24% | 9 |
|
|
2021
Q3 | $567K | Buy |
4,004
+1,005
| +34% | +$142K | 0.2% | 10 |
|
|
2021
Q2 | $366K | Hold |
2,999
| – | – | 0.16% | 9 |
|
|
2021
Q1 | $366K | Sell |
2,999
-548
| -15% | -$66.9K | 0.14% | 10 |
|
|
2020
Q4 | $471K | Buy |
3,547
+4
| +0.1% | +$531 | 0.19% | 9 |
|
|
2020
Q3 | $410K | Buy |
3,543
+2,837
| +402% | +$328K | 0.19% | 9 |
|
|
2020
Q2 | $257K | Buy |
+706
| New | +$257K | 0.12% | 9 |
|
|
2020
Q1 | – | Sell |
-742
| Closed | -$218K | – | 11 |
|
|
2019
Q4 | $218K | Buy |
+742
| New | +$218K | 0.12% | 17 |
|