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Apple shares owned by Evergreen Advisors

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Evergreen Advisors from 13F filings

Historical chart of Evergreen Advisors investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Evergreen Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Evergreen Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $742k 3.9k 192.55
2023-09-30 $749k 4.4k 171.22
2023-06-30 $830k 4.3k 193.97
2023-03-31 $706k 4.3k 164.89
2022-12-31 $556k 4.3k 129.94
2022-09-30 $591k 4.3k 138.28
2022-06-30 $570k 4.2k 136.82
2022-03-31 $700k 4.0k 174.61
2021-12-31 $711k 4.0k 177.44
2021-09-30 $567k 4.0k 141.61
2021-06-30 $366k 3.0k 122.04
2021-03-31 $366k 3.0k 122.04
2020-12-31 $471k 3.5k 132.79
2020-09-30 $410k 3.5k 115.72
2020-06-30 $257k 706 364.02
2019-12-31 $218k 742 293.80