Ever Source Wealth Advisors, LLC Apple Inc. Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Apple Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 201,896 shares of AAPL stock, worth $40.7 Million. This represents 2.71% of its overall portfolio holdings.

Number of Shares

201,896

Previous 213,909 5.62%

Holding current value

$40.7 Million

Previous $53.6 Million 16.28%

% of portfolio

2.71%

Previous 3.24%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$209.68 - $247.1 $2.52 Million - $2.97 Million	-12,013 Reduced 5.62%	201,896 $44.8 Million
Q4 2024 Feb 07, 2025	BUY	$221.69 - $259.02 $2.21 Million - $2.58 Million	9,962 Added 4.88%	213,909 $53.6 Million
Q3 2024 Nov 08, 2024	SELL	$207.23 - $234.82 $500,045 - $566,620	-2,413 Reduced 1.17%	203,947 $47.5 Million
Q2 2024 Aug 13, 2024	BUY	$165.0 - $216.67 $2.76 Million - $3.63 Million	16,756 Added 8.84%	206,360 $43.5 Million
Q1 2024 Jun 11, 2024	BUY	$169.0 - $195.18 $3.56 Million - $4.11 Million	21,078 Added 12.51%	189,604 $32.5 Million
Q4 2023 Feb 09, 2024	BUY	$166.89 - $198.11 $595,797 - $707,252	3,570 Added 2.16%	168,526 $32.4 Million
Q3 2023 Nov 03, 2023	BUY	$170.43 - $196.45 $271,154 - $312,551	1,591 Added 0.97%	164,956 $28.2 Million
Q2 2023 Aug 04, 2023	BUY	$160.1 - $193.97 $4.28 Million - $5.19 Million	26,753 Added 19.58%	163,365 $31.7 Million
Q1 2023 May 11, 2023	BUY	$125.02 - $164.9 $2.46 Million - $3.25 Million	19,700 Added 16.85%	136,612 $22.5 Million
Q4 2022 Feb 09, 2023	BUY	$126.04 - $155.74 $2.32 Million - $2.87 Million	18,436 Added 18.72%	116,912 $15.2 Million
Q3 2022 Nov 07, 2022	BUY	$138.2 - $174.55 $2.46 Million - $3.11 Million	17,825 Added 22.1%	98,476 $13.6 Million
Q2 2022 Aug 01, 2022	BUY	$130.06 - $178.44 $784,521 - $1.08 Million	6,032 Added 8.08%	80,651 $11 Million
Q1 2022 May 25, 2022	BUY	$150.62 - $182.01 $858,985 - $1.04 Million	5,703 Added 8.28%	74,619 $13 Million
Q4 2021 Feb 17, 2022	BUY	$139.14 - $180.33 $139 - $180	1 Added 0.0%	68,916 $12.2 Million
Q4 2021 Feb 07, 2022	BUY	$139.14 - $180.33 $9.59 Million - $12.4 Million	68,915 New	68,915 $12.2 Million

Others Institutions Holding AAPL

# of Institutions

6,363

Shares Held

8.96B

Call Options Held

177M

Put Options Held

167M

View Full List

About Apple Inc.

Ticker AAPL
Exchange NASDAQ
Sector Technology
Industry Consumer Electronics
Shares Outstandng 16,070,800,384
Market Cap $3.24T
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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Apple Inc. Transaction History