EA
Everpar Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.89M | Buy |
33,597
+350
| +1% | +$71.8K | 3.13% | 5 |
|
|
2025
Q1 | $7.39M | Buy |
33,247
+131
| +0.4% | +$29.1K | 3.92% | 2 |
|
|
2024
Q4 | $8.29M | Buy |
33,116
+2,011
| +6% | +$504K | 4.18% | 1 |
|
|
2024
Q3 | $7.25M | Sell |
31,105
-14,316
| -32% | -$3.34M | 3.75% | 2 |
|
|
2024
Q2 | $9.57M | Buy |
45,421
+5,759
| +15% | +$1.21M | 4.79% | 1 |
|
|
2024
Q1 | $6.8M | Sell |
39,662
-5,989
| -13% | -$1.03M | 4.14% | 2 |
|
|
2023
Q4 | $8.79M | Buy |
+45,651
| New | +$8.79M | 4.09% | 1 |
|