Evergreen Advisors’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 | $727K | Buy |
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|
2025
Q1 | $773K | Sell |
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|
2024
Q4 | $910K | Buy |
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|
2024
Q3 | $723K | Buy |
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|
2024
Q2 | $628K | Sell |
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|
2024
Q1 | $621K | Sell |
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|
2023
Q4 | $742K | Sell |
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|
2023
Q3 | $749K | Buy |
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|
2023
Q2 | $830K | Buy |
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|
2023
Q1 | $706K | Buy |
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|
2022
Q4 | $556K | Buy |
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|
2022
Q3 | $591K | Buy |
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|
2022
Q2 | $570K | Buy |
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|
2022
Q1 | $700K | Buy |
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|
2021
Q4 | $711K | Buy |
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|
2021
Q3 | $567K | Buy |
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|
2021
Q2 | $366K | Hold |
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|
2021
Q1 | $366K | Sell |
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|
2020
Q4 | $471K | Buy |
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|
2020
Q3 | $410K | Buy |
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|
2020
Q2 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $218K | Buy |
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