EWS
Evergreen Wealth Solutions’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.89M | Buy |
23,819
+1,633
| +7% | +$335K | 2.94% | 5 |
|
|
2025
Q1 | $4.93M | Buy |
22,186
+1,565
| +8% | +$348K | 3.32% | 6 |
|
|
2024
Q4 | $5.16M | Buy |
20,621
+11
| +0.1% | +$2.76K | 3.6% | 4 |
|
|
2024
Q3 | $4.8M | Sell |
20,610
-3,448
| -14% | -$803K | 3.26% | 5 |
|
|
2024
Q2 | $5.07M | Sell |
24,058
-1,407
| -6% | -$296K | 3.6% | 5 |
|
|
2024
Q1 | $4.37M | Sell |
25,465
-1,821
| -7% | -$312K | 3.23% | 4 |
|
|
2023
Q4 | $5.25M | Buy |
27,286
+1,496
| +6% | +$288K | 4.49% | 3 |
|
|
2023
Q3 | $4.42M | Sell |
25,790
-1,275
| -5% | -$218K | 4.46% | 3 |
|
|
2023
Q2 | $5.25M | Sell |
27,065
-1,506
| -5% | -$292K | 5.3% | 3 |
|
|
2023
Q1 | $4.71M | Buy |
28,571
+141
| +0.5% | +$23.2K | 5.45% | 2 |
|
|
2022
Q4 | $3.69M | Buy |
28,430
+570
| +2% | +$74.1K | 4.87% | 3 |
|
|
2022
Q3 | $3.85M | Buy |
27,860
+1,497
| +6% | +$207K | 5.46% | 2 |
|
|
2022
Q2 | $3.6M | Buy |
26,363
+197
| +0.8% | +$26.9K | 4.42% | 2 |
|
|
2022
Q1 | $4.57M | Sell |
26,166
-1,426
| -5% | -$249K | 4.43% | 3 |
|
|
2021
Q4 | $4.9M | Buy |
+27,592
| New | +$4.9M | 4.44% | 4 |
|