EWM
Evermay Wealth Management’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.1M | Buy |
59,068
+652
| +1% | +$134K | 1.49% | 12 |
|
|
2025
Q1 | $13M | Sell |
58,416
-524
| -0.9% | -$116K | 1.7% | 8 |
|
|
2024
Q4 | $14.8M | Sell |
58,940
-882
| -1% | -$221K | 2.24% | 7 |
|
|
2024
Q3 | $13.9M | Sell |
59,822
-735
| -1% | -$171K | 2.24% | 6 |
|
|
2024
Q2 | $12.8M | Sell |
60,557
-1,064
| -2% | -$224K | 2.05% | 7 |
|
|
2024
Q1 | $10.6M | Sell |
61,621
-446
| -0.7% | -$76.5K | 1.6% | 11 |
|
|
2023
Q4 | $11.9M | Sell |
62,067
-5,821
| -9% | -$1.12M | 2.21% | 9 |
|
|
2023
Q3 | $11.6M | Sell |
67,888
-3,202
| -5% | -$548K | 2.38% | 8 |
|
|
2023
Q2 | $13.8M | Sell |
71,090
-987
| -1% | -$191K | 2.65% | 7 |
|
|
2023
Q1 | $11.9M | Sell |
72,077
-303
| -0.4% | -$50K | 2.4% | 7 |
|
|
2022
Q4 | $9.4M | Sell |
72,380
-3,082
| -4% | -$400K | 1.91% | 10 |
|
|
2022
Q3 | $10.4M | Sell |
75,462
-341
| -0.4% | -$47.1K | 2.07% | 10 |
|
|
2022
Q2 | $10.4M | Sell |
75,803
-3,137
| -4% | -$429K | 2.01% | 10 |
|
|
2022
Q1 | $13.8M | Sell |
78,940
-4,356
| -5% | -$761K | 2.31% | 9 |
|
|
2021
Q4 | $14.8M | Sell |
83,296
-2,942
| -3% | -$522K | 2.64% | 9 |
|
|
2021
Q3 | $12.2M | Sell |
86,238
-9,410
| -10% | -$1.33M | 2.36% | 10 |
|
|
2021
Q2 | $13.1M | Sell |
95,648
-1,217
| -1% | -$167K | 2.43% | 10 |
|
|
2021
Q1 | $11.8M | Sell |
96,865
-4,942
| -5% | -$604K | 2.37% | 10 |
|
|
2020
Q4 | $13.5M | Sell |
101,807
-4,098
| -4% | -$544K | 2.98% | 8 |
|
|
2020
Q3 | $12.3M | Buy |
105,905
+77,713
| +276% | +$9M | 3.01% | 8 |
|
|
2020
Q2 | $10.3M | Sell |
28,192
-320
| -1% | -$117K | 2.71% | 8 |
|
|
2020
Q1 | $7.25M | Buy |
28,512
+999
| +4% | +$254K | 2.2% | 8 |
|
|
2019
Q4 | $8.08M | Buy |
27,513
+2,432
| +10% | +$714K | 1.99% | 9 |
|
|
2019
Q3 | $5.62M | Buy |
25,081
+975
| +4% | +$218K | 1.53% | 10 |
|
|
2019
Q2 | $4.77M | Sell |
24,106
-275
| -1% | -$54.4K | 1.33% | 11 |
|
|
2019
Q1 | $4.63M | Sell |
24,381
-350
| -1% | -$66.5K | 1.31% | 11 |
|
|
2018
Q4 | $3.9M | Sell |
24,731
-146
| -0.6% | -$23K | 1.26% | 11 |
|
|
2018
Q3 | $5.62M | Sell |
24,877
-773
| -3% | -$175K | 1.75% | 10 |
|
|
2018
Q2 | $4.75M | Sell |
25,650
-150
| -0.6% | -$27.8K | 1.58% | 10 |
|
|
2018
Q1 | $4.33M | Sell |
25,800
-2,849
| -10% | -$478K | 1.49% | 10 |
|
|
2017
Q4 | $4.85M | Buy |
28,649
+5,845
| +26% | +$989K | 1.78% | 9 |
|
|
2017
Q3 | $3.52M | Buy |
22,804
+304
| +1% | +$46.9K | 1.53% | 9 |
|
|
2017
Q2 | $3.24M | Sell |
22,500
-532
| -2% | -$76.6K | 1.44% | 10 |
|
|
2017
Q1 | $3.31M | Buy |
23,032
+4,628
| +25% | +$665K | 1.48% | 10 |
|
|
2016
Q4 | $2.13M | Sell |
18,404
-273
| -1% | -$31.6K | 1.04% | 13 |
|
|
2016
Q3 | $2.11M | Sell |
18,677
-708
| -4% | -$80K | 1.06% | 14 |
|
|
2016
Q2 | $1.85M | Buy |
19,385
+1,651
| +9% | +$158K | 0.97% | 17 |
|
|
2016
Q1 | $1.93M | Buy |
17,734
+1,275
| +8% | +$139K | 1.08% | 15 |
|
|
2015
Q4 | $1.73M | Sell |
16,459
-983
| -6% | -$103K | 1.02% | 15 |
|
|
2015
Q3 | $1.92M | Buy |
17,442
+1,361
| +8% | +$150K | 1.15% | 13 |
|
|
2015
Q2 | $2.02M | Sell |
16,081
-185
| -1% | -$23.2K | 1.2% | 14 |
|
|
2015
Q1 | $2.02M | Buy |
16,266
+352
| +2% | +$43.8K | 1.2% | 15 |
|
|
2014
Q4 | $1.76M | Sell |
15,914
-37
| -0.2% | -$4.09K | 1.14% | 13 |
|
|
2014
Q3 | $1.61M | Hold |
15,951
| – | – | 1.38% | 10 |
|
|
2014
Q2 | $1.48M | Buy |
15,951
+14,033
| +732% | +$1.3M | 1.28% | 11 |
|
|
2014
Q1 | $1.03M | Buy |
+1,918
| New | +$1.03M | 1.1% | 11 |
|