EWA
EverSource Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $36.5M | Sell |
177,873
-24,023
| -12% | -$4.93M | 1.65% | 6 |
|
|
2025
Q1 | $44.8M | Sell |
201,896
-12,013
| -6% | -$2.67M | 2.46% | 4 |
|
|
2024
Q4 | $53.6M | Buy |
213,909
+9,962
| +5% | +$2.49M | 3.01% | 4 |
|
|
2024
Q3 | $47.5M | Sell |
203,947
-2,413
| -1% | -$562K | 3.01% | 4 |
|
|
2024
Q2 | $45.8M | Buy |
206,360
+16,756
| +9% | +$3.72M | 3.04% | 4 |
|
|
2024
Q1 | $32.3M | Buy |
189,604
+21,078
| +13% | +$3.59M | 2.54% | 4 |
|
|
2023
Q4 | $32.4M | Buy |
168,526
+3,570
| +2% | +$687K | 2.97% | 4 |
|
|
2023
Q3 | $28.2M | Buy |
164,956
+1,591
| +1% | +$272K | 3% | 3 |
|
|
2023
Q2 | $31.7M | Buy |
163,365
+26,753
| +20% | +$5.19M | 3.49% | 2 |
|
|
2023
Q1 | $22.5M | Buy |
136,612
+19,700
| +17% | +$3.25M | 2.8% | 2 |
|
|
2022
Q4 | $15.2M | Buy |
116,912
+18,436
| +19% | +$2.4M | 2.3% | 6 |
|
|
2022
Q3 | $13.6M | Buy |
98,476
+17,825
| +22% | +$2.46M | 3.12% | 3 |
|
|
2022
Q2 | $11M | Buy |
80,651
+6,032
| +8% | +$825K | 2.84% | 7 |
|
|
2022
Q1 | $13M | Buy |
74,619
+5,703
| +8% | +$996K | 3.3% | 6 |
|
|
2021
Q4 | $12.2M | Buy |
+68,916
| New | +$12.2M | 3.43% | 6 |
|