Evergreen Private Wealth’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Buy |
26,797
+1,218
| +5% | +$250K | 2.3% | 15 |
|
|
2025
Q1 | $5.68M | Buy |
25,579
+40
| +0.2% | +$8.89K | 2.66% | 10 |
|
|
2024
Q4 | $6.4M | Sell |
25,539
-262
| -1% | -$65.6K | 3% | 10 |
|
|
2024
Q3 | $6.01M | Sell |
25,801
-87
| -0.3% | -$20.3K | 2.79% | 9 |
|
|
2024
Q2 | $5.45M | Buy |
25,888
+402
| +2% | +$84.7K | 2.69% | 12 |
|
|
2024
Q1 | $4.37M | Buy |
25,486
+2,735
| +12% | +$469K | 2.19% | 19 |
|
|
2023
Q4 | $4.38M | Buy |
+22,751
| New | +$4.38M | 2.36% | 18 |
|