Everhart Financial Group’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.5M | Sell |
114,566
-8,421
| -7% | -$1.73M | 2.72% | 7 |
|
|
2025
Q1 | $27.3M | Buy |
122,987
+14,259
| +13% | +$3.17M | 3.74% | 5 |
|
|
2024
Q4 | $27.2M | Buy |
108,728
+13,913
| +15% | +$3.48M | 5.6% | 2 |
|
|
2024
Q3 | $21.4M | Buy |
94,815
+10,979
| +13% | +$2.48M | 4.75% | 3 |
|
|
2024
Q2 | $17.1M | Buy |
83,836
+10,365
| +14% | +$2.11M | 4.43% | 4 |
|
|
2024
Q1 | $12.6M | Buy |
73,471
+8,437
| +13% | +$1.45M | 3.67% | 4 |
|
|
2023
Q4 | $12.5M | Buy |
65,034
+3,990
| +7% | +$768K | 4.44% | 2 |
|
|
2023
Q3 | $10.5M | Sell |
61,044
-5,455
| -8% | -$934K | 4.43% | 2 |
|
|
2023
Q2 | $11.3M | Buy |
66,499
+13,690
| +26% | +$2.32M | 4.66% | 2 |
|
|
2023
Q1 | $8.71M | Buy |
52,809
+15,349
| +41% | +$2.53M | 3.91% | 3 |
|
|
2022
Q4 | $4.87M | Sell |
37,460
-11,731
| -24% | -$1.52M | 2.44% | 9 |
|
|
2022
Q3 | $6.8M | Buy |
49,191
+12,786
| +35% | +$1.77M | 3.76% | 5 |
|
|
2022
Q2 | $4.98M | Sell |
36,405
-3,559
| -9% | -$487K | 3.02% | 5 |
|
|
2022
Q1 | $6.98M | Buy |
39,964
+7,357
| +23% | +$1.28M | 4.03% | 4 |
|
|
2021
Q4 | $5.79M | Buy |
32,607
+4,063
| +14% | +$721K | 3.5% | 6 |
|
|
2021
Q3 | $4.04M | Buy |
28,544
+2,781
| +11% | +$394K | 2.77% | 8 |
|
|
2021
Q2 | $3.53M | Buy |
25,763
+11,913
| +86% | +$1.63M | 2.43% | 10 |
|
|
2021
Q1 | $1.69M | Sell |
13,850
-216
| -2% | -$26.4K | 1.48% | 18 |
|
|
2020
Q4 | $1.87M | Buy |
+14,066
| New | +$1.87M | 1.72% | 16 |
|