EWM
Evergreen Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Sell |
5,671
-3,840
| -40% | -$788K | 0.65% | 42 |
|
|
2025
Q1 | $2.11M | Sell |
9,511
-3,346
| -26% | -$743K | 1.26% | 29 |
|
|
2024
Q4 | $3.22M | Sell |
12,857
-1,509
| -11% | -$378K | 1.9% | 20 |
|
|
2024
Q3 | $3.35M | Buy |
14,366
+2,549
| +22% | +$594K | 2.01% | 20 |
|
|
2024
Q2 | $2.49M | Hold |
11,817
| – | – | 1.65% | 23 |
|
|
2024
Q1 | $2.03M | Hold |
11,817
| – | – | 1.37% | 29 |
|
|
2023
Q4 | $2.28M | Buy |
11,817
+679
| +6% | +$131K | 1.67% | 23 |
|
|
2023
Q3 | $1.91M | Buy |
11,138
+91
| +0.8% | +$15.6K | 1.51% | 23 |
|
|
2023
Q2 | $2.14M | Sell |
11,047
-152
| -1% | -$29.5K | 1.68% | 23 |
|
|
2023
Q1 | $1.85M | Buy |
11,199
+551
| +5% | +$90.9K | 1.64% | 24 |
|
|
2022
Q4 | $1.43M | Buy |
+10,648
| New | +$1.43M | 1.31% | 29 |
|