EverSource Wealth Advisors’s Apple AAPL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$36.5M Sell
2025
Q1
$44.8M Sell
2024
Q4
$53.6M Buy
2024
Q3
$47.5M Sell
2024
Q2
$45.8M Buy
2024
Q1
$32.3M Buy
2023
Q4
$32.4M Buy
2023
Q3
$28.2M Buy
2023
Q2
$31.7M Buy
2023
Q1
$22.5M Buy
2022
Q4
$15.2M Buy
2022
Q3
$13.6M Buy
2022
Q2
$11M Buy
2022
Q1
$13M Buy
2021
Q4
$12.2M Buy