Evergreen 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 | $1.16M | Sell |
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|
2025
Q1 | $2.11M | Sell |
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|
2024
Q4 | $3.22M | Sell |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.49M | Hold |
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|
2024
Q1 | $2.03M | Hold |
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|
2023
Q4 | $2.28M | Buy |
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|
2023
Q3 | $1.91M | Buy |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $1.85M | Buy |
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|
2022
Q4 | $1.43M | Buy |
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