EWA
Evolution Wealth Advisors’s Apple AAPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Sell |
50,191
-1,243
| -2% | -$255K | 1.51% | 16 |
|
|
2025
Q1 | $11.4M | Buy |
51,434
+16,345
| +47% | +$3.63M | 1.91% | 9 |
|
|
2024
Q4 | $8.79M | Buy |
35,089
+3,998
| +13% | +$1M | 1.47% | 17 |
|
|
2024
Q3 | $7.23M | Sell |
31,091
-18
| -0.1% | -$4.19K | 1.3% | 18 |
|
|
2024
Q2 | $6.56M | Buy |
31,109
+4,295
| +16% | +$906K | 1.28% | 19 |
|
|
2024
Q1 | $4.6M | Sell |
26,814
-1,445
| -5% | -$248K | 0.88% | 24 |
|
|
2023
Q4 | $5.44M | Buy |
28,259
+484
| +2% | +$93.2K | 1.09% | 24 |
|
|
2023
Q3 | $4.76M | Sell |
27,775
-3,476
| -11% | -$595K | 1.06% | 26 |
|
|
2023
Q2 | $6.06M | Sell |
31,251
-1,155
| -4% | -$224K | 1.34% | 21 |
|
|
2023
Q1 | $5.34M | Buy |
32,406
+1,858
| +6% | +$306K | 1.28% | 22 |
|
|
2022
Q4 | $3.97M | Buy |
30,548
+2,117
| +7% | +$275K | 1% | 29 |
|
|
2022
Q3 | $3.93M | Sell |
28,431
-5,914
| -17% | -$817K | 1.08% | 24 |
|
|
2022
Q2 | $4.71M | Sell |
34,345
-242
| -0.7% | -$33.2K | 1.19% | 22 |
|
|
2022
Q1 | $6.06M | Buy |
34,587
+2,742
| +9% | +$480K | 1.24% | 18 |
|
|
2021
Q4 | $5.66K | Buy |
31,845
+1,138
| +4% | +$202 | 0.85% | 22 |
|
|
2021
Q3 | $4.35M | Sell |
30,707
-742
| -2% | -$105K | 0.93% | 23 |
|
|
2021
Q2 | $4.31M | Sell |
31,449
-2,732
| -8% | -$374K | 0.88% | 26 |
|
|
2021
Q1 | $4.18M | Buy |
34,181
+8,548
| +33% | +$1.04M | 0.93% | 26 |
|
|
2020
Q4 | $3.4M | Sell |
25,633
-6,962
| -21% | -$924K | 0.77% | 34 |
|
|
2020
Q3 | $3.78M | Buy |
32,595
+23,310
| +251% | +$2.7M | 1.03% | 27 |
|
|
2020
Q2 | $3.39M | Buy |
9,285
+1,110
| +14% | +$405K | 1.11% | 19 |
|
|
2020
Q1 | $2.08M | Buy |
8,175
+803
| +11% | +$204K | 0.84% | 30 |
|
|
2019
Q4 | $2.17M | Buy |
+7,372
| New | +$2.17M | 0.54% | 26 |
|
|
2019
Q3 | – | Sell |
-6,064
| Closed | -$1.2M | – | 477 |
|
|
2019
Q2 | $1.2M | Buy |
6,064
+1,936
| +47% | +$383K | 0.52% | 22 |
|
|
2019
Q1 | $784K | Sell |
4,128
-436
| -10% | -$82.8K | 0.36% | 34 |
|
|
2018
Q4 | $720K | Buy |
+4,564
| New | +$720K | 0.33% | 46 |
|