A detailed history of Everhart Financial Group, Inc. transactions in Apple Inc. stock. As of the latest transaction made, Everhart Financial Group, Inc. holds 83,836 shares of AAPL stock, worth $19 Million. This represents 4.64% of its overall portfolio holdings.

Number of Shares
83,836
Previous 73,471 14.11%
Holding current value
$19 Million
Previous $12.6 Million 40.16%
% of portfolio
4.64%
Previous 3.71%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$165.0 - $216.67 $1.71 Million - $2.25 Million
10,365 Added 14.11%
83,836 $17.7 Million
Q1 2024

May 13, 2024

BUY
$169.0 - $195.18 $1.43 Million - $1.65 Million
8,437 Added 12.97%
73,471 $12.6 Million
Q4 2023

Jan 12, 2024

BUY
$166.89 - $198.11 $665,891 - $790,458
3,990 Added 6.54%
65,034 $12.5 Million
Q3 2023

Oct 25, 2023

SELL
$170.43 - $196.45 $929,695 - $1.07 Million
-5,455 Reduced 8.2%
61,044 $10.5 Million
Q2 2023

Jul 13, 2023

BUY
$160.1 - $193.97 $2.19 Million - $2.66 Million
13,690 Added 25.92%
66,499 $12.9 Million
Q1 2023

Apr 25, 2023

BUY
$125.02 - $164.9 $1.92 Million - $2.53 Million
15,349 Added 40.97%
52,809 $8.71 Million
Q4 2022

Feb 09, 2023

SELL
$126.04 - $155.74 $1.48 Million - $1.83 Million
-11,731 Reduced 23.85%
37,460 $4.87 Million
Q3 2022

Oct 12, 2022

BUY
$138.2 - $174.55 $1.77 Million - $2.23 Million
12,786 Added 35.12%
49,191 $6.8 Million
Q2 2022

Jul 12, 2022

SELL
$130.06 - $178.44 $462,883 - $635,067
-3,559 Reduced 8.91%
36,405 $4.98 Million
Q1 2022

Apr 18, 2022

BUY
$150.62 - $182.01 $1.11 Million - $1.34 Million
7,357 Added 22.56%
39,964 $6.98 Million
Q4 2021

Jan 21, 2022

BUY
$139.14 - $180.33 $565,325 - $732,680
4,063 Added 14.23%
32,607 $5.79 Million
Q3 2021

Oct 13, 2021

BUY
$137.27 - $156.69 $381,747 - $435,754
2,781 Added 10.79%
28,544 $4.04 Million
Q2 2021

Jul 16, 2021

BUY
$122.77 - $136.96 $1.46 Million - $1.63 Million
11,913 Added 86.01%
25,763 $3.53 Million
Q1 2021

Apr 13, 2021

SELL
$116.36 - $143.16 $25,133 - $30,922
-216 Reduced 1.54%
13,850 $1.69 Million
Q4 2020

Mar 26, 2021

BUY
$108.77 - $136.69 $1.53 Million - $1.92 Million
14,066 New
14,066 $1.87 Million

Others Institutions Holding AAPL

About Apple Inc.


  • Ticker AAPL
  • Exchange NASDAQ
  • Sector Technology
  • Industry Consumer Electronics
  • Shares Outstandng 16,070,800,384
  • Market Cap $3.64T
  • 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

Track Everhart Financial Group, Inc. Portfolio

Follow Everhart Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Everhart Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Everhart Financial Group, Inc. with notifications on news.