Evergreen Wealth Solutions, LLC Apple Inc. Transaction History

Evergreen Wealth Solutions, LLC

$147 Million
Q3 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Apple Inc. stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 20,610 shares of AAPL stock, worth $5.25 Million. This represents 3.27% of its overall portfolio holdings.

Number of Shares

20,610

Previous 24,058 14.33%

Holding current value

$5.25 Million

Previous $5.07 Million 5.27%

% of portfolio

3.27%

Previous 3.61%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$207.23 - $234.82 $714,529 - $809,659	-3,448 Reduced 14.33%	20,610 $4.8 Million
Q2 2024 Aug 14, 2024	SELL	$165.0 - $216.67 $232,155 - $304,854	-1,407 Reduced 5.53%	24,058 $5.07 Million
Q1 2024 May 15, 2024	SELL	$169.0 - $195.18 $307,749 - $355,422	-1,821 Reduced 6.67%	25,465 $4.37 Million
Q4 2023 Feb 07, 2024	BUY	$166.89 - $198.11 $249,667 - $296,372	1,496 Added 5.8%	27,286 $5.25 Million
Q3 2023 Nov 13, 2023	SELL	$170.43 - $196.45 $217,298 - $250,473	-1,275 Reduced 4.71%	25,790 $4.42 Million
Q2 2023 Aug 11, 2023	SELL	$160.1 - $193.97 $241,110 - $292,118	-1,506 Reduced 5.27%	27,065 $5.25 Million
Q1 2023 May 12, 2023	BUY	$125.02 - $164.9 $17,627 - $23,250	141 Added 0.5%	28,571 $4.71 Million
Q4 2022 Feb 14, 2023	BUY	$126.04 - $155.74 $71,842 - $88,771	570 Added 2.05%	28,430 $3.69 Million
Q3 2022 Nov 14, 2022	BUY	$138.2 - $174.55 $206,885 - $261,301	1,497 Added 5.68%	27,860 $3.85 Million
Q2 2022 Aug 15, 2022	BUY	$130.06 - $178.44 $25,621 - $35,152	197 Added 0.75%	26,363 $3.6 Million
Q1 2022 Apr 22, 2022	SELL	$150.62 - $182.01 $214,784 - $259,546	-1,426 Reduced 5.17%	26,166 $4.57 Million
Q4 2021 Jan 19, 2022	BUY	$139.14 - $180.33 $3.84 Million - $4.98 Million	27,592 New	27,592 $4.9 Million

Others Institutions Holding AAPL

# of Institutions

5,705

Shares Held

8.78B

Call Options Held

219M

Put Options Held

196M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $4.09T
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

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Solutions, LLC with notifications on news.

Account

Evergreen Wealth Solutions, LLC Apple Inc. Transaction History