Ep Wealth Advisors, LLC Apple Inc. Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 2,136,596 shares of AAPL stock, worth $529 Million. This represents 3.01% of its overall portfolio holdings.

Number of Shares
2,136,596
Previous 2,016,719 5.94%
Holding current value
$529 Million
Previous $448 Million 2.14%
% of portfolio
3.01%
Previous 3.75%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$172.42 - $223.89 $20.7 Million - $26.8 Million
119,877 Added 5.94%
2,136,596 $438 Million
Q1 2025

May 15, 2025
SELL
$209.68 - $247.1 $6.94 Million - $8.17 Million
-33,083 Reduced 1.61%
2,016,719 $448 Million
Q4 2024

Feb 13, 2025
SELL
$221.69 - $259.02 $5.43 Million - $6.35 Million
-24,497 Reduced 1.18%
2,049,802 $513 Million
Q3 2024

Nov 14, 2024
BUY
$207.23 - $234.82 $30.3 Million - $34.3 Million
146,189 Added 7.58%
2,074,299 $483 Million
Q2 2024

Aug 19, 2024
BUY
$165.0 - $216.67 $15.7 Million - $20.6 Million
95,235 Added 5.2%
1,928,110 $406 Million
Q1 2024

May 14, 2024
BUY
$169.0 - $195.18 $7.81 Million - $9.02 Million
46,215 Added 2.59%
1,832,875 $314 Million
Q4 2023

Feb 28, 2024
BUY
$166.89 - $198.11 $15.7 Million - $18.7 Million
94,188 Added 5.57%
1,786,660 $344 Million
Q3 2023

Nov 22, 2023
BUY
$170.43 - $196.45 $26.7 Million - $30.8 Million
156,951 Added 10.22%
1,692,472 $290 Million
Q1 2023

Jun 05, 2023
BUY
$125.02 - $164.9 $17.8 Million - $23.4 Million
142,103 Added 10.2%
1,535,521 $253 Million
Q4 2022

Jun 12, 2023
SELL
$126.04 - $155.74 $5.37 Million - $6.63 Million
-42,576 Reduced 2.77%
1,492,945 $194 Million
Q3 2022

Dec 02, 2022
BUY
$138.2 - $174.55 $14.6 Million - $18.4 Million
105,668 Added 8.21%
1,393,418 $193 Million
Q2 2022

Aug 11, 2022
SELL
$130.06 - $178.44 $2.12 Million - $2.92 Million
-16,338 Reduced 1.25%
1,287,750 $176 Million
Q1 2022

May 20, 2022
BUY
$150.62 - $182.01 $3.37 Million - $4.08 Million
22,401 Added 1.75%
1,304,088 $228 Million
Q4 2021

Feb 17, 2022
BUY
$139.14 - $180.33 $8.4 Million - $10.9 Million
60,380 Added 4.94%
1,281,687 $228 Million
Q3 2021

Nov 23, 2021
BUY
$137.27 - $156.69 $167 Million - $191 Million
1,216,307 Added 24326.14%
1,221,307 $173 Million
Q3 2021

Nov 16, 2021
SELL
$137.27 - $156.69 $150 Million - $171 Million
-1,092,597 Reduced 99.54%
5,000 $173 Million
Q2 2021

Aug 24, 2021
BUY
$122.77 - $136.96 $3.76 Million - $4.19 Million
30,617 Added 2.87%
1,097,597 $150 Million
Q1 2021

May 17, 2021
BUY
$116.36 - $143.16 $18.1 Million - $22.3 Million
155,435 Added 17.05%
1,066,980 $130 Million
Q4 2020

Feb 18, 2021
BUY
$108.77 - $136.69 $4.54 Million - $5.7 Million
41,714 Added 4.8%
911,545 $121 Million
Q3 2020

Nov 17, 2020
BUY
$91.03 - $134.18 $58.9 Million - $86.8 Million
646,758 Added 289.93%
869,831 $101 Million
Q2 2020

Aug 14, 2020
SELL
$60.23 - $91.63 $573,750 - $872,867
-9,526 Reduced 4.1%
223,073 $81.4 Million
Q1 2020

May 18, 2020
SELL
$56.09 - $81.8 $2.86 Million - $4.17 Million
-50,942 Reduced 17.97%
232,599 $59.1 Million
Q4 2019

Feb 14, 2020
BUY
$54.74 - $73.41 $2.53 Million - $3.39 Million
46,145 Added 19.44%
283,541 $83.3 Million
Q3 2019

Nov 18, 2019
BUY
$48.33 - $55.99 $11.5 Million - $13.3 Million
237,396 New
237,396 $53.2 Million
Q2 2019

Aug 27, 2019
SELL
$43.33 - $52.94 $8.45 Million - $10.3 Million
-195,030 Closed
0 $0
Q1 2019

May 20, 2019
BUY
$35.55 - $48.77 $56,595 - $77,641
1,592 Added 0.82%
195,030 $37 Million
Q4 2018

Feb 19, 2019
BUY
$36.71 - $58.02 $93,720 - $148,125
2,553 Added 1.34%
193,438 $30.5 Million
Q3 2018

Nov 15, 2018
BUY
$45.98 - $57.09 $324,986 - $403,512
7,068 Added 3.85%
190,885 $43.1 Million
Q2 2018

Aug 14, 2018
BUY
$40.58 - $48.49 $5,640 - $6,740
139 Added 0.08%
183,817 $34 Million
Q1 2018

May 15, 2018
BUY
$38.79 - $45.43 $502,485 - $588,500
12,954 Added 7.59%
183,678 $30.8 Million
Q4 2017

Feb 15, 2018
BUY
$38.37 - $44.1 $133,335 - $153,247
3,475 Added 2.08%
170,724 $28.9 Million
Q3 2017

Nov 15, 2017
BUY
$37.18 - $41.01 $1,784 - $1,968
48 Added 0.03%
167,249 $25.8 Million
Q2 2017

Aug 17, 2017
BUY
N/A
167,201
167,201 $24.1 Million

Others Institutions Holding AAPL

# of Institutions
6,493
Shares Held
9.14B
Call Options Held
174M
Put Options Held
173M
View Full List

About Apple Inc.

AAPL Quotes by TradingView
  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.98T
  • Description
  • Apple Inc. designs, manufactures, and markets smartphones, personal computers, tablets, wearables, and accessories worldwide. It also sells various related services. In addition, the company offers iPhone, a line of smartphones; Mac, a line of personal computers; iPad, a line of multi-purpose tablets; AirPods Max, an over-ear wireless headphone;...
More about AAPL
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