Evermay Wealth Management LLC Apple Inc. Transaction History

Evermay Wealth Management LLC

  • $661 Million
  • Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Apple Inc. stock. As of the latest transaction made, Evermay Wealth Management LLC holds 61,621 shares of AAPL stock, worth $14 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
61,621
Previous 62,067 0.72%
Holding current value
$14 Million
Previous $11.9 Million 11.57%
% of portfolio
1.6%
Previous 2.21%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$169.0 - $195.18 $75,374 - $87,050
-446 Reduced 0.72%
61,621 $10.6 Million
Q4 2023

Feb 09, 2024
SELL
$166.89 - $198.11 $971,466 - $1.15 Million
-5,821 Reduced 8.57%
62,067 $11.9 Million
Q3 2023

Nov 13, 2023
SELL
$170.43 - $196.45 $545,716 - $629,032
-3,202 Reduced 4.5%
67,888 $11.6 Million
Q2 2023

Aug 10, 2023
SELL
$160.1 - $193.97 $158,018 - $191,448
-987 Reduced 1.37%
71,090 $13.8 Million
Q1 2023

May 15, 2023
SELL
$125.02 - $164.9 $37,881 - $49,964
-303 Reduced 0.42%
72,077 $11.9 Million
Q4 2022

Jan 19, 2023
SELL
$126.04 - $155.74 $388,455 - $479,990
-3,082 Reduced 4.08%
72,380 $0
Q3 2022

Nov 14, 2022
SELL
$138.2 - $174.55 $47,126 - $59,521
-341 Reduced 0.45%
75,462 $10.4 Million
Q2 2022

Aug 15, 2022
SELL
$130.06 - $178.44 $407,998 - $559,766
-3,137 Reduced 3.97%
75,803 $10.4 Million
Q1 2022

May 16, 2022
SELL
$150.62 - $182.01 $656,100 - $792,835
-4,356 Reduced 5.23%
78,940 $13.8 Million
Q4 2021

Feb 14, 2022
SELL
$139.14 - $180.33 $409,349 - $530,530
-2,942 Reduced 3.41%
83,296 $14.8 Million
Q3 2021

Nov 12, 2021
SELL
$137.27 - $156.69 $1.29 Million - $1.47 Million
-9,410 Reduced 9.84%
86,238 $12.2 Million
Q2 2021

Aug 13, 2021
SELL
$122.77 - $136.96 $149,411 - $166,680
-1,217 Reduced 1.26%
95,648 $13.1 Million
Q1 2021

May 10, 2021
SELL
$116.36 - $143.16 $575,051 - $707,496
-4,942 Reduced 4.85%
96,865 $11.8 Million
Q4 2020

Feb 16, 2021
SELL
$108.77 - $136.69 $445,739 - $560,155
-4,098 Reduced 3.87%
101,807 $13.5 Million
Q3 2020

Nov 05, 2020
BUY
$91.03 - $134.18 $7.07 Million - $10.4 Million
77,713 Added 275.66%
105,905 $12.3 Million
Q2 2020

Jul 20, 2020
SELL
$60.23 - $91.63 $19,273 - $29,321
-320 Reduced 1.12%
28,192 $10.3 Million
Q1 2020

Apr 24, 2020
BUY
$56.09 - $81.8 $56,033 - $81,718
999 Added 3.63%
28,512 $7.25 Million
Q4 2019

Feb 11, 2020
BUY
$54.74 - $73.41 $133,127 - $178,533
2,432 Added 9.7%
27,513 $8.08 Million
Q3 2019

Oct 29, 2019
BUY
$48.33 - $55.99 $47,121 - $54,590
975 Added 4.04%
25,081 $5.62 Million
Q2 2019

Jul 23, 2019
SELL
$43.33 - $52.94 $11,915 - $14,558
-275 Reduced 1.13%
24,106 $4.77 Million
Q1 2019

May 03, 2019
SELL
$35.55 - $48.77 $12,442 - $17,069
-350 Reduced 1.42%
24,381 $4.63 Million
Q4 2018

Jan 24, 2019
SELL
$36.71 - $58.02 $5,359 - $8,470
-146 Reduced 0.59%
24,731 $3.9 Million
Q3 2018

Oct 29, 2018
SELL
$45.98 - $57.09 $35,542 - $44,130
-773 Reduced 3.01%
24,877 $5.62 Million
Q2 2018

Aug 06, 2018
SELL
$40.58 - $48.49 $6,087 - $7,273
-150 Reduced 0.58%
25,650 $4.75 Million
Q1 2018

May 04, 2018
SELL
$38.79 - $45.43 $110,512 - $129,430
-2,849 Reduced 9.94%
25,800 $4.33 Million
Q4 2017

Feb 07, 2018
BUY
$38.37 - $44.1 $224,272 - $257,764
5,845 Added 25.63%
28,649 $4.85 Million
Q3 2017

Oct 23, 2017
BUY
$37.18 - $41.01 $847,852 - $935,192
22,804
22,804 $3.52 Million

Others Institutions Holding AAPL

# of Institutions
5,491
Shares Held
8.82B
Call Options Held
157M
Put Options Held
155M
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 $3.66T
  • 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 Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email