EFA
Evernest Financial Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.65M | Buy |
37,302
+395
| +1% | +$81K | 2.48% | 9 |
|
|
2025
Q1 | $8.2M | Sell |
36,907
-112,895
| -75% | -$25.1M | 2.94% | 9 |
|
|
2024
Q4 | $37.5M | Sell |
149,802
-1,543
| -1% | -$386K | 9.73% | 1 |
|
|
2024
Q3 | $35.3M | Buy |
151,345
+113,406
| +299% | +$26.4M | 9.51% | 1 |
|
|
2024
Q2 | $7.99M | Buy |
37,939
+4,781
| +14% | +$1.01M | 3.58% | 8 |
|
|
2024
Q1 | $5.47M | Sell |
33,158
-2,003
| -6% | -$330K | 2.59% | 9 |
|
|
2023
Q4 | $6.77M | Buy |
+35,161
| New | +$6.77M | 3.43% | 7 |
|
|
2021
Q4 | $5.95M | Buy |
+31,497
| New | +$5.95M | 3.08% | 9 |
|