Evercore Wealth Management, LLC Apple Inc. Transaction History

Evercore Wealth Management, LLC

$6.37 Billion
Q1 2024

A detailed history of Evercore Wealth Management, LLC transactions in Apple Inc. stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,806,901 shares of AAPL stock, worth $381 Million. This represents 4.86% of its overall portfolio holdings.

Number of Shares

1,806,901

Previous 1,862,158 2.97%

Holding current value

$381 Million

Previous $359 Million 13.58%

% of portfolio

4.86%

Previous 6.02%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 15, 2024	SELL	$169.0 - $195.18 $9.34 Million - $10.8 Million	-55,257 Reduced 2.97%	1,806,901 $310 Million
Q4 2023 Feb 14, 2024	SELL	$166.89 - $198.11 $5.4 Million - $6.41 Million	-32,345 Reduced 1.71%	1,862,158 $359 Million
Q3 2023 Nov 14, 2023	SELL	$170.43 - $196.45 $1.2 Million - $1.38 Million	-7,029 Reduced 0.37%	1,894,503 $324 Million
Q2 2023 Aug 04, 2023	SELL	$160.1 - $193.97 $1.03 Million - $1.25 Million	-6,444 Reduced 0.34%	1,901,532 $369 Million
Q1 2023 May 15, 2023	SELL	$125.02 - $164.9 $5.31 Million - $7.01 Million	-42,504 Reduced 2.18%	1,907,976 $315 Million

Q4 2022 Feb 14, 2023	SELL	$126.04 - $155.74 $3.88 Million - $4.79 Million	-30,748 Reduced 1.55%	1,950,480 $253 Million
Q3 2022 Nov 14, 2022	SELL	$138.2 - $174.55 $3.17 Million - $4 Million	-22,923 Reduced 1.14%	1,981,228 $274 Million
Q2 2022 Aug 15, 2022	SELL	$130.06 - $178.44 $7.68 Million - $10.5 Million	-59,027 Reduced 2.86%	2,004,151 $274 Million
Q1 2022 May 16, 2022	SELL	$150.62 - $182.01 $4.05 Million - $4.89 Million	-26,864 Reduced 1.29%	2,063,178 $360 Million
Q4 2021 Feb 14, 2022	SELL	$139.14 - $180.33 $3.16 Million - $4.1 Million	-22,742 Reduced 1.08%	2,090,042 $371 Million
Q3 2021 Nov 15, 2021	SELL	$137.27 - $156.69 $5.97 Million - $6.82 Million	-43,518 Reduced 2.02%	2,112,784 $299 Million
Q2 2021 Aug 16, 2021	SELL	$122.77 - $136.96 $1.58 Million - $1.77 Million	-12,893 Reduced 0.59%	2,156,302 $295 Million
Q1 2021 May 17, 2021	SELL	$116.36 - $143.16 $3.12 Million - $3.84 Million	-26,816 Reduced 1.22%	2,169,195 $265 Million
Q4 2020 Feb 16, 2021	SELL	$108.77 - $136.69 $2.61 Million - $3.27 Million	-23,950 Reduced 1.08%	2,196,011 $291 Million
Q3 2020 Nov 16, 2020	BUY	$91.03 - $134.18 $149 Million - $220 Million	1,638,356 Added 281.7%	2,219,961 $257 Million
Q2 2020 Aug 13, 2020	SELL	$60.23 - $91.63 $120,640 - $183,534	-2,003 Reduced 0.34%	581,605 $212 Million
Q1 2020 May 14, 2020	SELL	$56.09 - $81.8 $988,978 - $1.44 Million	-17,632 Reduced 2.93%	583,608 $148 Million
Q4 2019 Feb 13, 2020	SELL	$54.74 - $73.41 $730,012 - $978,995	-13,336 Reduced 2.17%	601,240 $177 Million
Q3 2019 Nov 14, 2019	BUY	$48.33 - $55.99 $6,669 - $7,726	138 Added 0.02%	614,576 $138 Million
Q2 2019 Aug 13, 2019	BUY	$43.33 - $52.94 $1.6 Million - $1.95 Million	36,886 Added 6.39%	614,438 $122 Million
Q1 2019 May 14, 2019	BUY	$35.55 - $48.77 $622,871 - $854,499	17,521 Added 3.13%	577,552 $110 Million
Q4 2018 Feb 13, 2019	BUY	$36.71 - $58.02 $259,025 - $409,389	7,056 Added 1.28%	560,031 $88.3 Million
Q3 2018 Nov 13, 2018	SELL	$45.98 - $57.09 $719,219 - $893,001	-15,642 Reduced 2.75%	552,975 $125 Million
Q2 2018 Aug 14, 2018	BUY	$40.58 - $48.49 $592,346 - $707,808	14,597 Added 2.63%	568,617 $105 Million
Q1 2018 May 15, 2018	SELL	$38.79 - $45.43 $665,093 - $778,942	-17,146 Reduced 3.0%	554,020 $93 Million
Q4 2017 Feb 13, 2018	SELL	$38.37 - $44.1 $275,803 - $316,990	-7,188 Reduced 1.24%	571,166 $96.7 Million
Q3 2017 Nov 13, 2017	BUY	$37.18 - $41.01 $21.5 Million - $23.7 Million	578,354	578,354 $89.1 Million

Others Institutions Holding AAPL

# of Institutions

5,484

Shares Held

8.82B

Call Options Held

157M

Put Options Held

155M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.38T
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;...

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Evercore Wealth Management, LLC Apple Inc. Transaction History